Database exists, assume schema does, too.
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenuePerShare sector sharesOutstanding shortRatio totalAssets totalCash totalCashPerShare totalDebt totalRevenue trailingPE
PG 0.442647 0.681 73.6 3.65 0.0238 0.051 21462999040 0.26957 22.319181 10515874816 ... 32.886 Consumer Defensive 2419950080 2.08 NaN 8526000128 3.554 33668999168 79617998848 25.941154
NBHC 0.889215 NaN NaN 0.92 0.0239 -0.302 NaN 0.0 14.79845 NaN ... 9.368 Financial Services 30297900 2.85 NaN 786385024 26.331 64249000 286185984 12.120635
ENTA 0.599509 8.629 5.446 NaN NaN NaN -124440000 -1.33837 -7.81262 -46898876 ... 4.593 Healthcare 20324800 6.39 NaN 259052000 12.618 20933000 92979000 error
UDR 0.743627 0.107 121.819 1.52 0.0312 4.743 804448000 0.59075 165.77777 827238016 ... 4.455 Real Estate 309185984 5.38 NaN 11383000 0.036 5670699008 1361728000 248.66664
SMTC 1.532843 3.912 26.055 NaN NaN 1.253 175896000 0.23742 18.732483 161634624 ... 11.457 Technology 64436800 2.94 NaN 290183008 4.527 192230000 740857984 36.33107
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
ACIW error error error error error error error error error error ... error error error error error error error error error error
PFE 0.708257 1.386 44.072 1.6 0.0299 0.591 37115998208 0.40154 1.009058 34285750272 ... 16.479 Healthcare 5610899968 2.23 NaN 23901999104 4.26 36441001984 92432998400 12.255329
VCR NaN error error NaN NaN error error error NaN error ... error error error error 6015592448 error error error error error
ARCB 1.578039 1.163 39.609 0.48 0.0056 2.08 468940992 0.10454 6.69856 122347504 ... 177.408 Industrials 24484200 3.79 NaN 101132000 4.131 389422016 4485927936 8.079044
GME -0.985027 2.067 42.531 NaN NaN NaN -343400000 -0.05618 -33.836586 -572687488 ... 81.416 Consumer Cyclical 76129000 5.7 NaN 1035000000 13.665 617000000 6112300032 error

1520 rows × 36 columns

Symbol
SP1500 SPTM
SP500 SPY
SP600 SLY
SP400 MDYG
Symbol
Communication Services ETF VOX
Consumer Discretionary ETF VCR
Consumer Staples ETF VDC
Energy ETF VDE
Financials ETF VFH
Health Care ETF VHT
Industrials ETF VIS
Information Technology ETF VGT
Materials ETF VAW
Real Estate ETF VNQ
Utilities ETF VPU
SP1500 SP500 SP600 SP400 Communication Services ETF Consumer Discretionary ETF Consumer Staples ETF Energy ETF Financials ETF Health Care ETF Industrials ETF Information Technology ETF Materials ETF Real Estate ETF Utilities ETF
2017-02-13 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-02-14 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-02-15 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-02-16 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-02-17 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
2022-06-06 -0.000133 -0.000158 -0.000068 0.000037 -0.001031 -0.000514 -0.000083 0.002817 -0.000181 -0.000163 -0.000165 -0.000374 0.001356 -0.000703 0.000713
2022-06-07 0.000130 0.000115 0.000059 0.000266 -0.000944 -0.000605 0.000391 0.003171 -0.000001 0.000366 0.000084 -0.000085 0.001630 -0.000408 0.001018
2022-06-08 -0.000482 -0.000483 -0.000553 -0.000545 -0.001474 -0.001191 0.000076 0.003582 -0.000862 -0.000078 -0.000548 -0.000933 0.000769 -0.001018 0.000828
2022-06-09 -0.000781 -0.000789 -0.000847 -0.000876 -0.001803 -0.001638 -0.000038 0.002757 -0.001151 -0.000439 -0.000833 -0.001105 0.000275 -0.001434 0.000351
2022-06-10 -0.001037 -0.001048 -0.001047 -0.001140 -0.001934 -0.001995 0.000070 0.002643 -0.001614 -0.000529 -0.001207 -0.001398 -0.000078 -0.001660 0.000286

1342 rows × 15 columns

SP1500 SP500 SP600 SP400 Communication Services ETF Consumer Discretionary ETF Consumer Staples ETF Energy ETF Financials ETF Health Care ETF Industrials ETF Information Technology ETF Materials ETF Real Estate ETF Utilities ETF
2017-03-31 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-06-30 0.030375 0.030708 0.018327 0.031752 -0.024136 0.028386 0.010040 -0.078709 0.038955 0.072895 0.042167 0.041388 0.026999 0.017375 0.022113
2017-09-30 0.044807 0.045666 0.064962 0.035020 0.015498 0.014521 -0.012346 0.069612 0.052789 0.040565 0.052781 0.083223 0.066617 0.008095 0.031518
2017-12-31 0.066880 0.069917 0.038747 0.074139 0.000763 0.097848 0.059268 0.073946 0.073683 0.018576 0.066175 0.093087 0.071798 0.012742 0.000687
2018-03-31 -0.021321 -0.024130 -0.011631 -0.003978 -0.085669 -0.001942 -0.073521 -0.078807 -0.015065 -0.020049 -0.033542 0.020711 -0.072483 -0.086159 -0.033734
2018-06-30 0.052094 0.047568 0.106722 0.045520 0.035862 0.088528 0.006353 0.150528 -0.011331 0.055259 -0.008057 0.080437 0.036210 0.094633 0.053422
2018-09-30 0.070536 0.078236 0.032842 0.032902 0.023115 0.066008 0.050064 0.021911 0.031675 0.137698 0.094874 0.117719 0.007338 0.000044 0.019751
2018-12-31 -0.142834 -0.137319 -0.193040 -0.172165 -0.143117 -0.162070 -0.055862 -0.267451 -0.138848 -0.108129 -0.183620 -0.174415 -0.154310 -0.058855 0.009925
2019-03-31 0.151853 0.144236 0.124660 0.157497 0.139541 0.157197 0.111156 0.178564 0.109942 0.081835 0.183161 0.217473 0.126958 0.173365 0.103055
2019-06-30 0.039106 0.040369 0.010843 0.030815 0.035928 0.040127 0.036556 -0.048754 0.067026 0.017469 0.034436 0.054745 0.040951 0.015389 0.035855
2019-09-30 0.006291 0.011423 -0.004200 -0.009122 -0.002023 0.002509 0.056319 -0.075658 0.013235 -0.035439 0.004465 0.016115 -0.013089 0.075811 0.090872
2019-12-31 0.090490 0.089876 0.082573 0.066590 0.086727 0.056223 0.036517 0.054552 0.096390 0.147851 0.058155 0.139034 0.066971 0.005745 0.002011
2020-03-31 -0.205302 -0.194477 -0.328050 -0.247693 -0.187109 -0.231167 -0.141472 -0.523877 -0.330709 -0.131539 -0.279339 -0.131215 -0.278876 -0.241350 -0.141270
2020-06-30 0.206715 0.201618 0.223617 0.259149 0.224230 0.379795 0.094561 0.332245 0.135641 0.164463 0.182339 0.318555 0.260712 0.135399 0.024507
2020-09-30 0.086119 0.090383 0.032878 0.068091 0.097573 0.192380 0.098022 -0.188315 0.028859 0.062281 0.118587 0.120087 0.120651 0.013268 0.051209
2020-12-31 0.132216 0.121185 0.312278 0.211458 0.182130 0.172875 0.074374 0.300830 0.253698 0.101111 0.178685 0.138205 0.172363 0.092916 0.073335
2021-03-31 0.070761 0.063518 0.184526 0.084662 0.083288 0.073815 0.030385 0.324479 0.165207 0.025327 0.116450 0.015110 0.105419 0.087920 0.031042
2021-06-30 0.080495 0.083593 0.043034 0.033635 0.108092 0.064435 0.029888 0.126094 0.074954 0.083442 0.040613 0.114030 0.049264 0.115985 -0.005272
2021-09-30 0.000378 0.002523 -0.030694 -0.024123 -0.021207 -0.012866 -0.018026 -0.026222 0.024323 0.000121 -0.043573 0.006319 -0.041816 -0.000098 0.002739
2021-12-31 0.103038 0.106772 0.049293 0.077726 -0.037011 0.099010 0.115277 0.050203 0.042310 0.077925 0.080207 0.141743 0.136524 0.139811 0.124048
2022-03-31 -0.049102 -0.049099 -0.058344 -0.089783 -0.114414 -0.103975 -0.019862 0.379204 -0.032929 -0.045192 -0.041831 -0.090992 -0.014374 -0.065856 0.034591
2022-06-10 -0.133501 -0.136923 -0.094221 -0.126263 -0.186172 -0.213144 -0.056250 0.157138 -0.144127 -0.096116 -0.121767 -0.190021 -0.080392 -0.145335 -0.038317
Seasonal Indexes
03-31 06-30 09-30 12-31
SP1500 -0.010622 0.081757 0.041626 0.049958
SP500 -0.011990 0.080771 0.045646 0.050086
SP600 -0.017768 0.080509 0.019158 0.057970
SP400 -0.019859 0.080174 0.020554 0.051549
Communication Services ETF -0.032872 0.075995 0.022591 0.017899
Consumer Discretionary ETF -0.021214 0.120254 0.052510 0.052777
Consumer Staples ETF -0.018663 0.035480 0.034807 0.045915
Energy ETF 0.055913 0.096281 -0.039735 0.042416
Financials ETF -0.020711 0.061049 0.030176 0.065446
Health Care ETF -0.017923 0.078706 0.041045 0.047467
Industrials ETF -0.011020 0.058300 0.045427 0.039920
Information Technology ETF 0.006217 0.121831 0.068693 0.067531
Materials ETF -0.026671 0.082827 0.027940 0.058669
Real Estate ETF -0.026416 0.075756 0.019424 0.038472
Utilities ETF -0.001263 0.026125 0.039218 0.042001
Note if the final data in the prices ends on a quarter, this will aggregate into the seasonal_index above and there will be no comparison
Current
06-10
Energy ETF 0.157138
Utilities ETF -0.038317
Consumer Staples ETF -0.056250
Materials ETF -0.080392
SP600 -0.094221
Health Care ETF -0.096116
Industrials ETF -0.121767
SP400 -0.126263
SP1500 -0.133501
SP500 -0.136923
Financials ETF -0.144127
Real Estate ETF -0.145335
Communication Services ETF -0.186172
Information Technology ETF -0.190021
Consumer Discretionary ETF -0.213144
2017-03-31 00:00:00 2017-06-30 00:00:00 2017-09-30 00:00:00 2017-12-31 00:00:00 2018-03-31 00:00:00 2018-06-30 00:00:00 2018-09-30 00:00:00 2018-12-31 00:00:00 2019-03-31 00:00:00 2019-06-30 00:00:00 2019-09-30 00:00:00 2019-12-31 00:00:00 2020-03-31 00:00:00 2020-06-30 00:00:00 2020-09-30 00:00:00 2020-12-31 00:00:00 2021-03-31 00:00:00 2021-06-30 00:00:00 2021-09-30 00:00:00 2021-12-31 00:00:00 2022-03-31 00:00:00 2022-06-10 00:00:00
0 SP1500 Health Care ETF Information Technology ETF Consumer Discretionary ETF Information Technology ETF Energy ETF Health Care ETF Utilities ETF Information Technology ETF Financials ETF Utilities ETF Health Care ETF Information Technology ETF Consumer Discretionary ETF Consumer Discretionary ETF SP600 Energy ETF Energy ETF Financials ETF Information Technology ETF Energy ETF Energy ETF
1 SP500 Industrials ETF Energy ETF Information Technology ETF Consumer Discretionary ETF SP600 Information Technology ETF Consumer Staples ETF Industrials ETF Information Technology ETF Real Estate ETF Information Technology ETF Health Care ETF Energy ETF Materials ETF Energy ETF SP600 Real Estate ETF Information Technology ETF Real Estate ETF Utilities ETF Utilities ETF
2 SP600 Information Technology ETF Materials ETF SP400 SP400 Real Estate ETF Industrials ETF Real Estate ETF Energy ETF Materials ETF Consumer Staples ETF Financials ETF Utilities ETF Information Technology ETF Information Technology ETF Financials ETF Financials ETF Information Technology ETF Utilities ETF Materials ETF Materials ETF Consumer Staples ETF
3 SP400 Financials ETF SP600 Energy ETF SP600 Consumer Discretionary ETF SP500 Health Care ETF Real Estate ETF SP500 Information Technology ETF SP1500 Consumer Staples ETF Materials ETF Industrials ETF SP400 Industrials ETF Communication Services ETF SP500 Utilities ETF Consumer Staples ETF Materials ETF
4 Communication Services ETF SP400 Financials ETF Financials ETF Financials ETF Information Technology ETF SP1500 SP500 SP400 Consumer Discretionary ETF Financials ETF SP500 Communication Services ETF SP400 Consumer Staples ETF Communication Services ETF Materials ETF SP500 SP1500 Consumer Staples ETF Financials ETF SP600
5 Consumer Discretionary ETF SP500 Industrials ETF Materials ETF Health Care ETF Health Care ETF Consumer Discretionary ETF Financials ETF Consumer Discretionary ETF SP1500 SP500 Communication Services ETF SP500 Communication Services ETF Communication Services ETF Industrials ETF Real Estate ETF Health Care ETF Health Care ETF SP500 Industrials ETF Health Care ETF
6 Consumer Staples ETF SP1500 SP500 SP500 SP1500 Utilities ETF Consumer Staples ETF SP1500 SP1500 Consumer Staples ETF SP1500 SP600 SP1500 SP600 SP500 Consumer Discretionary ETF SP400 SP1500 Real Estate ETF SP1500 Health Care ETF Industrials ETF
7 Energy ETF Consumer Discretionary ETF SP1500 SP1500 SP500 SP1500 SP400 Communication Services ETF SP500 Communication Services ETF Industrials ETF Materials ETF Consumer Discretionary ETF SP1500 SP1500 Materials ETF Communication Services ETF Financials ETF Consumer Discretionary ETF Consumer Discretionary ETF SP500 SP400
8 Financials ETF Materials ETF Health Care ETF Industrials ETF Industrials ETF SP500 SP600 Materials ETF Communication Services ETF Utilities ETF Consumer Discretionary ETF SP400 Real Estate ETF SP500 SP400 Information Technology ETF Consumer Discretionary ETF Consumer Discretionary ETF Consumer Staples ETF Industrials ETF SP1500 SP1500
9 Health Care ETF Utilities ETF SP400 Consumer Staples ETF Utilities ETF SP400 Financials ETF Consumer Discretionary ETF Materials ETF Industrials ETF Communication Services ETF Industrials ETF SP400 Industrials ETF Health Care ETF SP1500 SP1500 Materials ETF Communication Services ETF Health Care ETF SP600 SP500
10 Industrials ETF SP600 Utilities ETF SP600 Materials ETF Materials ETF Communication Services ETF SP400 SP600 SP400 SP600 Consumer Discretionary ETF Materials ETF Health Care ETF Utilities ETF SP500 SP500 SP600 SP400 SP400 Real Estate ETF Financials ETF
11 Information Technology ETF Real Estate ETF Communication Services ETF Health Care ETF Consumer Staples ETF Communication Services ETF Energy ETF Information Technology ETF Consumer Staples ETF Health Care ETF SP400 Energy ETF Industrials ETF Financials ETF SP600 Health Care ETF Utilities ETF Industrials ETF Energy ETF Energy ETF SP400 Real Estate ETF
12 Materials ETF Consumer Staples ETF Consumer Discretionary ETF Real Estate ETF Energy ETF Consumer Staples ETF Utilities ETF Industrials ETF Financials ETF Real Estate ETF Materials ETF Consumer Staples ETF SP600 Real Estate ETF Financials ETF Real Estate ETF Consumer Staples ETF SP400 SP600 SP600 Information Technology ETF Communication Services ETF
13 Real Estate ETF Communication Services ETF Real Estate ETF Communication Services ETF Communication Services ETF Industrials ETF Materials ETF SP600 Utilities ETF SP600 Health Care ETF Real Estate ETF Financials ETF Consumer Staples ETF Real Estate ETF Consumer Staples ETF Health Care ETF Consumer Staples ETF Materials ETF Financials ETF Consumer Discretionary ETF Information Technology ETF
14 Utilities ETF Energy ETF Consumer Staples ETF Utilities ETF Real Estate ETF Financials ETF Real Estate ETF Energy ETF Health Care ETF Energy ETF Energy ETF Utilities ETF Energy ETF Utilities ETF Energy ETF Utilities ETF Information Technology ETF Utilities ETF Industrials ETF Communication Services ETF Communication Services ETF Consumer Discretionary ETF
means
03-31 06-30 09-30 12-31
SP1500 -0.010622 0.081757 0.041626 0.049958
SP500 -0.011990 0.080771 0.045646 0.050086
SP600 -0.017768 0.080509 0.019158 0.057970
SP400 -0.019859 0.080174 0.020554 0.051549
Communication Services ETF -0.032872 0.075995 0.022591 0.017899
Consumer Discretionary ETF -0.021214 0.120254 0.052510 0.052777
Consumer Staples ETF -0.018663 0.035480 0.034807 0.045915
Energy ETF 0.055913 0.096281 -0.039735 0.042416
Financials ETF -0.020711 0.061049 0.030176 0.065446
Health Care ETF -0.017923 0.078706 0.041045 0.047467
Industrials ETF -0.011020 0.058300 0.045427 0.039920
Information Technology ETF 0.006217 0.121831 0.068693 0.067531
Materials ETF -0.026671 0.082827 0.027940 0.058669
Real Estate ETF -0.026416 0.075756 0.019424 0.038472
Utilities ETF -0.001263 0.026125 0.039218 0.042001
standard deviations
03-31 06-30 09-30 12-31
SP1500 0.134644 0.072380 0.037999 0.110320
SP500 0.127411 0.070450 0.039033 0.106496
SP600 0.199479 0.088447 0.037096 0.179394
SP400 0.157662 0.100224 0.037075 0.138781
Communication Services ETF 0.138244 0.095192 0.045269 0.123434
Consumer Discretionary ETF 0.151791 0.146922 0.083611 0.127243
Consumer Staples ETF 0.096633 0.035421 0.049261 0.063730
Energy ETF 0.369457 0.166709 0.099129 0.202483
Financials ETF 0.192299 0.053666 0.014462 0.140299
Health Care ETF 0.079810 0.054107 0.065798 0.098650
Industrials ETF 0.178470 0.072339 0.066050 0.134044
Information Technology ETF 0.135329 0.113409 0.054569 0.136753
Materials ETF 0.163483 0.099766 0.065317 0.127072
Real Estate ETF 0.161483 0.056090 0.032025 0.078165
Utilities ETF 0.092016 0.021473 0.033841 0.054883
t scores
03-31 06-30 09-30 12-31
SP1500 -0.035281 0.505153 0.489908 0.202519
SP500 -0.042087 0.512730 0.522980 0.210329
SP600 -0.039834 0.407076 0.230960 0.144515
SP400 -0.056330 0.357747 0.247928 0.166115
Communication Services ETF -0.106341 0.357027 0.223180 0.064848
Consumer Discretionary ETF -0.062503 0.366041 0.280865 0.185493
Consumer Staples ETF -0.086371 0.447954 0.315992 0.322196
Energy ETF 0.067680 0.258283 -0.179260 0.093682
Financials ETF -0.048166 0.508740 0.933164 0.208614
Health Care ETF -0.100433 0.650529 0.278976 0.215182
Industrials ETF -0.027615 0.360421 0.307577 0.133187
Information Technology ETF 0.020546 0.480423 0.562966 0.220841
Materials ETF -0.072960 0.371283 0.191302 0.206478
Real Estate ETF -0.073157 0.604012 0.271246 0.220111
Utilities ETF -0.006140 0.544116 0.518265 0.342246
p values
03-31 06-30 09-30 12-31
SP1500 0.487036 0.675887 0.671106 0.573766
SP500 0.484537 0.678247 0.681422 0.576557
SP600 0.485364 0.644372 0.583899 0.552872
SP400 0.479310 0.627889 0.589904 0.560685
Communication Services ETF 0.461012 0.627646 0.581136 0.523813
Consumer Discretionary ETF 0.477047 0.630688 0.601465 0.567662
Consumer Staples ETF 0.468307 0.657720 0.613641 0.615774
Energy ETF 0.524851 0.593553 0.434579 0.534366
Financials ETF 0.482306 0.677006 0.790214 0.575945
Health Care ETF 0.463168 0.719135 0.600805 0.578288
Industrials ETF 0.489852 0.628793 0.610739 0.548761
Information Technology ETF 0.507551 0.668108 0.693606 0.580304
Materials ETF 0.473215 0.632451 0.569748 0.575182
Real Estate ETF 0.473143 0.705773 0.598102 0.580044
Utilities ETF 0.497743 0.687902 0.679964 0.622630
array([[<AxesSubplot:title={'center':'03-31'}>,
        <AxesSubplot:title={'center':'06-30'}>],
       [<AxesSubplot:title={'center':'09-30'}>,
        <AxesSubplot:title={'center':'12-31'}>]], dtype=object)
Utilities ETF Years Quarters
2017-03-31 NaN 2017 03-31
2017-06-30 0.022113 2017 06-30
2017-09-30 0.031518 2017 09-30
2017-12-31 0.000687 2017 12-31
2018-03-31 -0.033734 2018 03-31
2018-06-30 0.053422 2018 06-30
2018-09-30 0.019751 2018 09-30
2018-12-31 0.009925 2018 12-31
2019-03-31 0.103055 2019 03-31
2019-06-30 0.035855 2019 06-30
2019-09-30 0.090872 2019 09-30
2019-12-31 0.002011 2019 12-31
2020-03-31 -0.141270 2020 03-31
2020-06-30 0.024507 2020 06-30
2020-09-30 0.051209 2020 09-30
2020-12-31 0.073335 2020 12-31
2021-03-31 0.031042 2021 03-31
2021-06-30 -0.005272 2021 06-30
2021-09-30 0.002739 2021 09-30
2021-12-31 0.124048 2021 12-31
2022-03-31 0.034591 2022 03-31
2022-06-10 -0.038317 2022 06-10
Comparative to Seasonal Indexes, tells you who is over or underperforming.
This is Seasonal Index - Extrapolated Current Quarter.
+: seasonal > current
-: current > seasonal
Note if the final data in the prices ends on a quarter, this will aggregate into the seasonal_index above and there will be no comparison
2022-06-10
Information Technology ETF 0.096313
Consumer Discretionary ETF 0.095053
Energy ETF 0.075929
Materials ETF 0.065233
SP1500 0.064383
SP500 0.063601
SP600 0.063392
SP400 0.063127
Health Care ETF 0.061962
Communication Services ETF 0.059812
Real Estate ETF 0.059622
Financials ETF 0.047976
Industrials ETF 0.045803
Consumer Staples ETF 0.027809
Utilities ETF 0.020457
2017-03-31 00:00:00 2017-06-30 00:00:00 2017-09-30 00:00:00 2017-12-31 00:00:00 2018-03-31 00:00:00 2018-06-30 00:00:00 2018-09-30 00:00:00 2018-12-31 00:00:00 2019-03-31 00:00:00 2019-06-30 00:00:00 2019-09-30 00:00:00 2019-12-31 00:00:00 2020-03-31 00:00:00 2020-06-30 00:00:00 2020-09-30 00:00:00 2020-12-31 00:00:00 2021-03-31 00:00:00 2021-06-30 00:00:00 2021-09-30 00:00:00 2021-12-31 00:00:00 2022-03-31 00:00:00 2022-06-10 00:00:00
0 SP1500 Utilities ETF Energy ETF Consumer Discretionary ETF Consumer Discretionary ETF Energy ETF Health Care ETF Utilities ETF Information Technology ETF Utilities ETF Real Estate ETF Health Care ETF Health Care ETF Consumer Discretionary ETF Consumer Discretionary ETF Energy ETF Energy ETF Real Estate ETF Energy ETF Real Estate ETF Energy ETF Information Technology ETF
1 SP500 Health Care ETF SP600 Energy ETF SP400 Utilities ETF Energy ETF Real Estate ETF Real Estate ETF Financials ETF Utilities ETF Information Technology ETF Consumer Staples ETF Energy ETF Materials ETF SP600 SP600 Communication Services ETF Financials ETF Utilities ETF Utilities ETF Consumer Discretionary ETF
2 SP600 Industrials ETF Materials ETF Industrials ETF Information Technology ETF SP600 Industrials ETF Consumer Staples ETF Industrials ETF Consumer Staples ETF Consumer Staples ETF Communication Services ETF Information Technology ETF Information Technology ETF Communication Services ETF Financials ETF Financials ETF Energy ETF Real Estate ETF Materials ETF Materials ETF Energy ETF
3 SP400 Financials ETF Financials ETF Information Technology ETF SP600 Real Estate ETF Information Technology ETF Health Care ETF Consumer Discretionary ETF Industrials ETF Financials ETF SP1500 Utilities ETF SP400 Industrials ETF Communication Services ETF Materials ETF Financials ETF Utilities ETF Information Technology ETF Consumer Staples ETF Materials ETF
4 Communication Services ETF Consumer Staples ETF Information Technology ETF SP400 Financials ETF Health Care ETF SP500 Communication Services ETF SP400 Communication Services ETF SP600 SP500 Communication Services ETF Materials ETF Consumer Staples ETF SP400 Industrials ETF Health Care ETF Health Care ETF Consumer Staples ETF Financials ETF SP1500
5 Consumer Discretionary ETF SP400 SP400 SP500 Health Care ETF Consumer Staples ETF SP1500 SP500 Communication Services ETF SP500 Communication Services ETF Financials ETF SP500 Communication Services ETF Information Technology ETF Industrials ETF Communication Services ETF SP500 SP1500 SP500 Health Care ETF SP500
6 Consumer Staples ETF SP500 Industrials ETF SP1500 SP1500 SP1500 Consumer Staples ETF SP1500 SP1500 Materials ETF SP400 SP600 SP1500 SP600 SP400 Consumer Discretionary ETF Real Estate ETF SP1500 SP500 SP1500 Industrials ETF SP600
7 Energy ETF SP1500 SP1500 Consumer Staples ETF SP500 Consumer Discretionary ETF SP600 Financials ETF SP500 SP1500 SP500 Industrials ETF Consumer Discretionary ETF SP1500 SP500 Materials ETF SP400 Consumer Staples ETF Communication Services ETF Consumer Discretionary ETF SP500 SP400
8 Financials ETF Materials ETF SP500 Materials ETF Industrials ETF SP500 Consumer Discretionary ETF Materials ETF Materials ETF SP400 SP1500 SP400 Real Estate ETF Industrials ETF SP1500 SP1500 Consumer Discretionary ETF Information Technology ETF SP400 Industrials ETF SP1500 Health Care ETF
9 Health Care ETF Real Estate ETF Health Care ETF Financials ETF Utilities ETF SP400 SP400 Consumer Discretionary ETF SP600 Real Estate ETF Energy ETF Energy ETF SP400 SP500 Health Care ETF SP500 SP1500 Industrials ETF SP600 Health Care ETF Real Estate ETF Communication Services ETF
10 Industrials ETF SP600 Communication Services ETF Communication Services ETF Materials ETF Communication Services ETF Financials ETF Industrials ETF Financials ETF Health Care ETF Industrials ETF Materials ETF Materials ETF Health Care ETF SP600 Information Technology ETF SP500 Utilities ETF Consumer Staples ETF SP400 SP600 Real Estate ETF
11 Information Technology ETF Information Technology ETF Utilities ETF SP600 Communication Services ETF Information Technology ETF Communication Services ETF SP400 Consumer Staples ETF Information Technology ETF Materials ETF Consumer Discretionary ETF Industrials ETF Financials ETF Utilities ETF Real Estate ETF Consumer Staples ETF Materials ETF Information Technology ETF Energy ETF SP400 Financials ETF
12 Materials ETF Consumer Discretionary ETF Real Estate ETF Real Estate ETF Consumer Staples ETF Materials ETF Real Estate ETF Information Technology ETF Energy ETF SP600 Consumer Discretionary ETF Consumer Staples ETF Financials ETF Real Estate ETF Financials ETF Health Care ETF Health Care ETF SP600 Consumer Discretionary ETF SP600 Communication Services ETF Industrials ETF
13 Real Estate ETF Communication Services ETF Consumer Discretionary ETF Health Care ETF Real Estate ETF Industrials ETF Utilities ETF SP600 Utilities ETF Consumer Discretionary ETF Information Technology ETF Real Estate ETF SP600 Consumer Staples ETF Real Estate ETF Utilities ETF Utilities ETF SP400 Materials ETF Financials ETF Consumer Discretionary ETF Consumer Staples ETF
14 Utilities ETF Energy ETF Consumer Staples ETF Utilities ETF Energy ETF Financials ETF Materials ETF Energy ETF Health Care ETF Energy ETF Health Care ETF Utilities ETF Energy ETF Utilities ETF Energy ETF Consumer Staples ETF Information Technology ETF Consumer Discretionary ETF Industrials ETF Communication Services ETF Information Technology ETF Utilities ETF
SP1500 SP500 SP600 SP400 Communication Services ETF Consumer Discretionary ETF Consumer Staples ETF Energy ETF Financials ETF Health Care ETF Industrials ETF Information Technology ETF Materials ETF Real Estate ETF Utilities ETF
2017-03-31 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-06-30 -0.051382 -0.050063 -0.062182 -0.048422 -0.100131 -0.091868 -0.025440 -0.174990 -0.022094 -0.005811 -0.016132 -0.080443 -0.055828 -0.058381 -0.004013
2017-09-30 0.003181 0.000019 0.045805 0.014467 -0.007093 -0.037990 -0.047152 0.109346 0.022612 -0.000480 0.007354 0.014530 0.038677 -0.011329 -0.007700
2017-12-31 0.016922 0.019831 -0.019223 0.022589 -0.017136 0.045071 0.013353 0.031530 0.008236 -0.028891 0.026255 0.025556 0.013129 -0.025730 -0.041314
2018-03-31 -0.010699 -0.012140 0.006137 0.015881 -0.052796 0.019273 -0.054858 -0.134719 0.005646 -0.002126 -0.022522 0.014494 -0.045812 -0.059743 -0.032471
2018-06-30 -0.029663 -0.033203 0.026213 -0.034654 -0.040133 -0.031726 -0.029127 0.054247 -0.072380 -0.023447 -0.066357 -0.041394 -0.046617 0.018877 0.027297
2018-09-30 0.028910 0.032590 0.013684 0.012348 0.000523 0.013497 0.015257 0.061646 0.001499 0.096653 0.049447 0.049026 -0.020602 -0.019380 -0.019467
2018-12-31 -0.192792 -0.187405 -0.251011 -0.223715 -0.161015 -0.214847 -0.101777 -0.309867 -0.204295 -0.155596 -0.223540 -0.241945 -0.212979 -0.097326 -0.032076
2019-03-31 0.162475 0.156226 0.142428 0.177356 0.172414 0.178411 0.129819 0.122651 0.130653 0.099759 0.194181 0.211256 0.153629 0.199781 0.104318
2019-06-30 -0.042651 -0.040402 -0.069666 -0.049360 -0.040067 -0.080127 0.001076 -0.145035 0.005977 -0.061237 -0.023864 -0.067086 -0.041876 -0.060367 0.009730
2019-09-30 -0.035335 -0.034223 -0.023358 -0.029676 -0.024614 -0.050001 0.021512 -0.035923 -0.016941 -0.076484 -0.040962 -0.052578 -0.041029 0.056387 0.051654
2019-12-31 0.040532 0.039790 0.024603 0.015040 0.068829 0.003446 -0.009397 0.012136 0.030943 0.100384 0.018235 0.071503 0.008302 -0.032727 -0.039990
2020-03-31 -0.194680 -0.182486 -0.310282 -0.227834 -0.154237 -0.209953 -0.122809 -0.579790 -0.309998 -0.113615 -0.268318 -0.137433 -0.252205 -0.214934 -0.140006
2020-06-30 0.124958 0.120846 0.143108 0.178975 0.148234 0.259541 0.059081 0.235964 0.074592 0.085758 0.124039 0.196725 0.177885 0.059643 -0.001618
2020-09-30 0.044493 0.044737 0.013720 0.047537 0.074982 0.139870 0.063216 -0.148581 -0.001317 0.021235 0.073160 0.051394 0.092711 -0.006156 0.011992
2020-12-31 0.082258 0.071099 0.254308 0.159908 0.164231 0.120098 0.028459 0.258414 0.188252 0.053644 0.138765 0.070674 0.113694 0.054444 0.031334
2021-03-31 0.081383 0.075508 0.202294 0.104521 0.116161 0.095029 0.049048 0.268566 0.185918 0.043251 0.127470 0.008892 0.132090 0.114336 0.032305
2021-06-30 -0.001262 0.002822 -0.037474 -0.046539 0.032097 -0.055819 -0.005592 0.029813 0.013905 0.004736 -0.017687 -0.007801 -0.033563 0.040229 -0.031397
2021-09-30 -0.041249 -0.043123 -0.049851 -0.044676 -0.043798 -0.065376 -0.052833 0.013512 -0.005853 -0.040924 -0.089000 -0.062373 -0.069757 -0.019522 -0.036479
2021-12-31 0.053080 0.056686 -0.008677 0.026177 -0.054909 0.046232 0.069363 0.007787 -0.023137 0.030459 0.040286 0.074212 0.077855 0.101340 0.082047
2022-03-31 -0.038479 -0.037108 -0.040576 -0.069924 -0.081542 -0.082760 -0.001199 0.323291 -0.012219 -0.027268 -0.030811 -0.097210 0.012297 -0.039440 0.035854
2022-06-10 0.064383 0.063601 0.063392 0.063127 0.059812 0.095053 0.027809 0.075929 0.047976 0.061962 0.045803 0.096313 0.065233 0.059622 0.020457
Symbol
Communication Services ETF VOX
Consumer Discretionary ETF VCR
Consumer Staples ETF VDC
Energy ETF VDE
Financials ETF VFH
Health Care ETF VHT
Industrials ETF VIS
Information Technology ETF VGT
Materials ETF VAW
Real Estate ETF VNQ
Utilities ETF VPU
Symbol risk_trend_factor Sector
3 VDE 3.378308 Energy ETF
10 VPU -0.903846 Utilities ETF
2 VDC -1.815370 Consumer Staples ETF
8 VAW -2.983225 Materials ETF
9 VNQ -3.885849 Real Estate ETF
5 VHT -3.947143 Health Care ETF
6 VIS -5.096830 Industrials ETF
1 VCR -5.274843 Consumer Discretionary ETF
4 VFH -5.669687 Financials ETF
7 VGT -6.117689 Information Technology ETF
0 VOX -9.183162 Communication Services ETF
Rolling Quarterly Mean Return
SP1500 SP500 SP600 SP400 Communication Services ETF Consumer Discretionary ETF Consumer Staples ETF Energy ETF Financials ETF Health Care ETF Industrials ETF Information Technology ETF Materials ETF Real Estate ETF Utilities ETF
2017-03-31 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-06-30 0.030375 0.030708 0.018327 0.031752 -0.024136 0.028386 0.010040 -0.078709 0.038955 0.072895 0.042167 0.041388 0.026999 0.017375 0.022113
2017-09-30 0.044807 0.045666 0.064962 0.035020 0.015498 0.014521 -0.012346 0.069612 0.052789 0.040565 0.052781 0.083223 0.066617 0.008095 0.031518
2017-12-31 0.066880 0.069917 0.038747 0.074139 0.000763 0.097848 0.059268 0.073946 0.073683 0.018576 0.066175 0.093087 0.071798 0.012742 0.000687
2018-03-31 -0.021321 -0.024130 -0.011631 -0.003978 -0.085669 -0.001942 -0.073521 -0.078807 -0.015065 -0.020049 -0.033542 0.020711 -0.072483 -0.086159 -0.033734
2018-06-30 0.052094 0.047568 0.106722 0.045520 0.035862 0.088528 0.006353 0.150528 -0.011331 0.055259 -0.008057 0.080437 0.036210 0.094633 0.053422
2018-09-30 0.070536 0.078236 0.032842 0.032902 0.023115 0.066008 0.050064 0.021911 0.031675 0.137698 0.094874 0.117719 0.007338 0.000044 0.019751
2018-12-31 -0.142834 -0.137319 -0.193040 -0.172165 -0.143117 -0.162070 -0.055862 -0.267451 -0.138848 -0.108129 -0.183620 -0.174415 -0.154310 -0.058855 0.009925
2019-03-31 0.151853 0.144236 0.124660 0.157497 0.139541 0.157197 0.111156 0.178564 0.109942 0.081835 0.183161 0.217473 0.126958 0.173365 0.103055
2019-06-30 0.039106 0.040369 0.010843 0.030815 0.035928 0.040127 0.036556 -0.048754 0.067026 0.017469 0.034436 0.054745 0.040951 0.015389 0.035855
2019-09-30 0.006291 0.011423 -0.004200 -0.009122 -0.002023 0.002509 0.056319 -0.075658 0.013235 -0.035439 0.004465 0.016115 -0.013089 0.075811 0.090872
2019-12-31 0.090490 0.089876 0.082573 0.066590 0.086727 0.056223 0.036517 0.054552 0.096390 0.147851 0.058155 0.139034 0.066971 0.005745 0.002011
2020-03-31 -0.205302 -0.194477 -0.328050 -0.247693 -0.187109 -0.231167 -0.141472 -0.523877 -0.330709 -0.131539 -0.279339 -0.131215 -0.278876 -0.241350 -0.141270
2020-06-30 0.206715 0.201618 0.223617 0.259149 0.224230 0.379795 0.094561 0.332245 0.135641 0.164463 0.182339 0.318555 0.260712 0.135399 0.024507
2020-09-30 0.086119 0.090383 0.032878 0.068091 0.097573 0.192380 0.098022 -0.188315 0.028859 0.062281 0.118587 0.120087 0.120651 0.013268 0.051209
2020-12-31 0.132216 0.121185 0.312278 0.211458 0.182130 0.172875 0.074374 0.300830 0.253698 0.101111 0.178685 0.138205 0.172363 0.092916 0.073335
2021-03-31 0.070761 0.063518 0.184526 0.084662 0.083288 0.073815 0.030385 0.324479 0.165207 0.025327 0.116450 0.015110 0.105419 0.087920 0.031042
2021-06-30 0.080495 0.083593 0.043034 0.033635 0.108092 0.064435 0.029888 0.126094 0.074954 0.083442 0.040613 0.114030 0.049264 0.115985 -0.005272
2021-09-30 0.000378 0.002523 -0.030694 -0.024123 -0.021207 -0.012866 -0.018026 -0.026222 0.024323 0.000121 -0.043573 0.006319 -0.041816 -0.000098 0.002739
2021-12-31 0.103038 0.106772 0.049293 0.077726 -0.037011 0.099010 0.115277 0.050203 0.042310 0.077925 0.080207 0.141743 0.136524 0.139811 0.124048
2022-03-31 -0.049102 -0.049099 -0.058344 -0.089783 -0.114414 -0.103975 -0.019862 0.379204 -0.032929 -0.045192 -0.041831 -0.090992 -0.014374 -0.065856 0.034591
2022-06-10 -0.133501 -0.136923 -0.094221 -0.126263 -0.186172 -0.213144 -0.056250 0.157138 -0.144127 -0.096116 -0.121767 -0.190021 -0.080392 -0.145335 -0.038317
Quarterly Returns
Index(['Energy ETF', 'Utilities ETF', 'Consumer Staples ETF', 'Materials ETF',
       'SP600', 'Health Care ETF', 'Industrials ETF', 'SP400', 'SP1500',
       'SP500', 'Financials ETF', 'Real Estate ETF',
       'Communication Services ETF', 'Information Technology ETF',
       'Consumer Discretionary ETF'],
      dtype='object')
SP1500 SP500 SP600 SP400 Communication Services ETF Consumer Discretionary ETF Consumer Staples ETF Energy ETF Financials ETF Health Care ETF Industrials ETF Information Technology ETF Materials ETF Real Estate ETF Utilities ETF
2017-03-31 NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN
2017-06-30 0.030375 0.030708 0.018327 0.031752 -0.024136 0.028386 0.010040 -0.078709 0.038955 0.072895 0.042167 0.041388 0.026999 0.017375 0.022113
2017-09-30 0.044807 0.045666 0.064962 0.035020 0.015498 0.014521 -0.012346 0.069612 0.052789 0.040565 0.052781 0.083223 0.066617 0.008095 0.031518
2017-12-31 0.066880 0.069917 0.038747 0.074139 0.000763 0.097848 0.059268 0.073946 0.073683 0.018576 0.066175 0.093087 0.071798 0.012742 0.000687
2018-03-31 -0.021321 -0.024130 -0.011631 -0.003978 -0.085669 -0.001942 -0.073521 -0.078807 -0.015065 -0.020049 -0.033542 0.020711 -0.072483 -0.086159 -0.033734
2018-06-30 0.052094 0.047568 0.106722 0.045520 0.035862 0.088528 0.006353 0.150528 -0.011331 0.055259 -0.008057 0.080437 0.036210 0.094633 0.053422
2018-09-30 0.070536 0.078236 0.032842 0.032902 0.023115 0.066008 0.050064 0.021911 0.031675 0.137698 0.094874 0.117719 0.007338 0.000044 0.019751
2018-12-31 -0.142834 -0.137319 -0.193040 -0.172165 -0.143117 -0.162070 -0.055862 -0.267451 -0.138848 -0.108129 -0.183620 -0.174415 -0.154310 -0.058855 0.009925
2019-03-31 0.151853 0.144236 0.124660 0.157497 0.139541 0.157197 0.111156 0.178564 0.109942 0.081835 0.183161 0.217473 0.126958 0.173365 0.103055
2019-06-30 0.039106 0.040369 0.010843 0.030815 0.035928 0.040127 0.036556 -0.048754 0.067026 0.017469 0.034436 0.054745 0.040951 0.015389 0.035855
2019-09-30 0.006291 0.011423 -0.004200 -0.009122 -0.002023 0.002509 0.056319 -0.075658 0.013235 -0.035439 0.004465 0.016115 -0.013089 0.075811 0.090872
2019-12-31 0.090490 0.089876 0.082573 0.066590 0.086727 0.056223 0.036517 0.054552 0.096390 0.147851 0.058155 0.139034 0.066971 0.005745 0.002011
2020-03-31 -0.205302 -0.194477 -0.328050 -0.247693 -0.187109 -0.231167 -0.141472 -0.523877 -0.330709 -0.131539 -0.279339 -0.131215 -0.278876 -0.241350 -0.141270
2020-06-30 0.206715 0.201618 0.223617 0.259149 0.224230 0.379795 0.094561 0.332245 0.135641 0.164463 0.182339 0.318555 0.260712 0.135399 0.024507
2020-09-30 0.086119 0.090383 0.032878 0.068091 0.097573 0.192380 0.098022 -0.188315 0.028859 0.062281 0.118587 0.120087 0.120651 0.013268 0.051209
2020-12-31 0.132216 0.121185 0.312278 0.211458 0.182130 0.172875 0.074374 0.300830 0.253698 0.101111 0.178685 0.138205 0.172363 0.092916 0.073335
2021-03-31 0.070761 0.063518 0.184526 0.084662 0.083288 0.073815 0.030385 0.324479 0.165207 0.025327 0.116450 0.015110 0.105419 0.087920 0.031042
2021-06-30 0.080495 0.083593 0.043034 0.033635 0.108092 0.064435 0.029888 0.126094 0.074954 0.083442 0.040613 0.114030 0.049264 0.115985 -0.005272
2021-09-30 0.000378 0.002523 -0.030694 -0.024123 -0.021207 -0.012866 -0.018026 -0.026222 0.024323 0.000121 -0.043573 0.006319 -0.041816 -0.000098 0.002739
2021-12-31 0.103038 0.106772 0.049293 0.077726 -0.037011 0.099010 0.115277 0.050203 0.042310 0.077925 0.080207 0.141743 0.136524 0.139811 0.124048
2022-03-31 -0.049102 -0.049099 -0.058344 -0.089783 -0.114414 -0.103975 -0.019862 0.379204 -0.032929 -0.045192 -0.041831 -0.090992 -0.014374 -0.065856 0.034591
2022-06-10 -0.133501 -0.136923 -0.094221 -0.126263 -0.186172 -0.213144 -0.056250 0.157138 -0.144127 -0.096116 -0.121767 -0.190021 -0.080392 -0.145335 -0.038317
Energy ETF Utilities ETF Consumer Staples ETF Materials ETF SP600 Health Care ETF Industrials ETF SP400 SP1500 SP500 Financials ETF Real Estate ETF Communication Services ETF Information Technology ETF Consumer Discretionary ETF
2017-03-31 00:00:00 nan nan nan nan nan nan nan nan nan nan nan nan nan nan nan
2017-06-30 00:00:00 -0.078709 0.022113 0.010040 0.026999 0.018327 0.072895 0.042167 0.031752 0.030375 0.030708 0.038955 0.017375 -0.024136 0.041388 0.028386
2017-09-30 00:00:00 0.069612 0.031518 -0.012346 0.066617 0.064962 0.040565 0.052781 0.035020 0.044807 0.045666 0.052789 0.008095 0.015498 0.083223 0.014521
2017-12-31 00:00:00 0.073946 0.000687 0.059268 0.071798 0.038747 0.018576 0.066175 0.074139 0.066880 0.069917 0.073683 0.012742 0.000763 0.093087 0.097848
2018-03-31 00:00:00 -0.078807 -0.033734 -0.073521 -0.072483 -0.011631 -0.020049 -0.033542 -0.003978 -0.021321 -0.024130 -0.015065 -0.086159 -0.085669 0.020711 -0.001942
2018-06-30 00:00:00 0.150528 0.053422 0.006353 0.036210 0.106722 0.055259 -0.008057 0.045520 0.052094 0.047568 -0.011331 0.094633 0.035862 0.080437 0.088528
2018-09-30 00:00:00 0.021911 0.019751 0.050064 0.007338 0.032842 0.137698 0.094874 0.032902 0.070536 0.078236 0.031675 0.000044 0.023115 0.117719 0.066008
2018-12-31 00:00:00 -0.267451 0.009925 -0.055862 -0.154310 -0.193040 -0.108129 -0.183620 -0.172165 -0.142834 -0.137319 -0.138848 -0.058855 -0.143117 -0.174415 -0.162070
2019-03-31 00:00:00 0.178564 0.103055 0.111156 0.126958 0.124660 0.081835 0.183161 0.157497 0.151853 0.144236 0.109942 0.173365 0.139541 0.217473 0.157197
2019-06-30 00:00:00 -0.048754 0.035855 0.036556 0.040951 0.010843 0.017469 0.034436 0.030815 0.039106 0.040369 0.067026 0.015389 0.035928 0.054745 0.040127
2019-09-30 00:00:00 -0.075658 0.090872 0.056319 -0.013089 -0.004200 -0.035439 0.004465 -0.009122 0.006291 0.011423 0.013235 0.075811 -0.002023 0.016115 0.002509
2019-12-31 00:00:00 0.054552 0.002011 0.036517 0.066971 0.082573 0.147851 0.058155 0.066590 0.090490 0.089876 0.096390 0.005745 0.086727 0.139034 0.056223
2020-03-31 00:00:00 -0.523877 -0.141270 -0.141472 -0.278876 -0.328050 -0.131539 -0.279339 -0.247693 -0.205302 -0.194477 -0.330709 -0.241350 -0.187109 -0.131215 -0.231167
2020-06-30 00:00:00 0.332245 0.024507 0.094561 0.260712 0.223617 0.164463 0.182339 0.259149 0.206715 0.201618 0.135641 0.135399 0.224230 0.318555 0.379795
2020-09-30 00:00:00 -0.188315 0.051209 0.098022 0.120651 0.032878 0.062281 0.118587 0.068091 0.086119 0.090383 0.028859 0.013268 0.097573 0.120087 0.192380
2020-12-31 00:00:00 0.300830 0.073335 0.074374 0.172363 0.312278 0.101111 0.178685 0.211458 0.132216 0.121185 0.253698 0.092916 0.182130 0.138205 0.172875
2021-03-31 00:00:00 0.324479 0.031042 0.030385 0.105419 0.184526 0.025327 0.116450 0.084662 0.070761 0.063518 0.165207 0.087920 0.083288 0.015110 0.073815
2021-06-30 00:00:00 0.126094 -0.005272 0.029888 0.049264 0.043034 0.083442 0.040613 0.033635 0.080495 0.083593 0.074954 0.115985 0.108092 0.114030 0.064435
2021-09-30 00:00:00 -0.026222 0.002739 -0.018026 -0.041816 -0.030694 0.000121 -0.043573 -0.024123 0.000378 0.002523 0.024323 -0.000098 -0.021207 0.006319 -0.012866
2021-12-31 00:00:00 0.050203 0.124048 0.115277 0.136524 0.049293 0.077925 0.080207 0.077726 0.103038 0.106772 0.042310 0.139811 -0.037011 0.141743 0.099010
2022-03-31 00:00:00 0.379204 0.034591 -0.019862 -0.014374 -0.058344 -0.045192 -0.041831 -0.089783 -0.049102 -0.049099 -0.032929 -0.065856 -0.114414 -0.090992 -0.103975
2022-06-10 00:00:00 0.157138 -0.038317 -0.056250 -0.080392 -0.094221 -0.096116 -0.121767 -0.126263 -0.133501 -0.136923 -0.144127 -0.145335 -0.186172 -0.190021 -0.213144
Index(['SP1500', 'SP500', 'SP600', 'SP400', 'Communication Services ETF',
       'Consumer Discretionary ETF', 'Consumer Staples ETF', 'Energy ETF',
       'Financials ETF', 'Health Care ETF', 'Industrials ETF',
       'Information Technology ETF', 'Materials ETF', 'Real Estate ETF',
       'Utilities ETF'],
      dtype='object')
06-10
SP1500 -0.133501
SP500 -0.136923
SP600 -0.094221
SP400 -0.126263
Communication Services ETF -0.186172
Consumer Discretionary ETF -0.213144
Consumer Staples ETF -0.056250
Energy ETF 0.157138
Financials ETF -0.144127
Health Care ETF -0.096116
Industrials ETF -0.121767
Information Technology ETF -0.190021
Materials ETF -0.080392
Real Estate ETF -0.145335
Utilities ETF -0.038317
max_2y min_2y std_2y mean_2y max_1y min_1y std_1y mean_1y latest_p 2yr_close_0pct ... vol_30d_2yr pct_1yr pct_2yr MIN_Lookback_One_Year MIN_Lookback_6_Months MIN_Lookback_2_Months MIN_Lookback_1_Months volume_factor adf hurst
Symbol
MTOR 36.299999 18.16 4.606631 26.98698 36.299999 20.5 5.460747 27.86792 36.119999 12.11 ... 20301256.12708 0.988608 0.990077 32.93 32.93 36.240002 36.279999 1.167952 0.308552 0.433895
Y 862.869995 460.579987 89.563942 650.64594 862.869995 585.099976 76.003139 705.076921 834.109985 451.859985 ... 1456858.698941 0.896461 0.928509 737.890015 737.890015 862.869995 862.869995 1.713893 0.389055 0.457411
TVTY 32.889999 10.19 5.620871 22.92804 32.889999 21.25 3.298713 26.784 32.279999 2.68 ... 14974563.993949 0.947594 0.973128 27.85 29.18 32.889999 32.889999 0.975728 0.524133 0.449983
MCK 339.940002 139.759995 52.614213 207.774528 339.940002 184.429993 48.520659 245.625375 313.339996 104.688698 ... 33946622.768533 0.82895 0.86712 204.660004 233.740005 329.359985 339.940002 0.653279 0.998714 0.463166
ACC 65.220001 31.07 9.214313 45.950842 65.220001 46.720001 5.555166 53.561347 64.769997 18.98494 ... 20837020.877458 0.975675 0.986823 49.209999 55.619999 58.009998 65.019997 2.984429 0.981927 0.416828
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
AMAT missing missing missing missing missing missing missing missing missing missing ... missing missing missing missing missing missing missing missing missing missing
ANTM missing missing missing missing missing missing missing missing missing missing ... missing missing missing missing missing missing missing missing missing missing
HAL missing missing missing missing missing missing missing missing missing missing ... missing missing missing missing missing missing missing missing missing missing
NEM missing missing missing missing missing missing missing missing missing missing ... missing missing missing missing missing missing missing missing missing missing
CAH missing missing missing missing missing missing missing missing missing missing ... missing missing missing missing missing missing missing missing missing missing

1530 rows × 43 columns

3.186660672008169
Symbol Sector
0 PG Consumer Defensive
1 NBHC Financial Services
2 ENTA Healthcare
3 UDR Real Estate
4 SMTC Technology
... ... ...
1515 ACIW error
1516 PFE Healthcare
1517 VCR error
1518 ARCB Industrials
1519 GME Consumer Cyclical

1520 rows × 2 columns

Symbol max_2y min_2y std_2y mean_2y max_1y min_1y std_1y mean_1y latest_p ... pct_1yr pct_2yr MIN_Lookback_One_Year MIN_Lookback_6_Months MIN_Lookback_2_Months MIN_Lookback_1_Months volume_factor adf hurst Sector
0 MTOR 36.299999 18.16 4.606631 26.98698 36.299999 20.5 5.460747 27.86792 36.119999 ... 0.988608 0.990077 32.93 32.93 36.240002 36.279999 1.167952 0.308552 0.433895 error
1 Y 862.869995 460.579987 89.563942 650.64594 862.869995 585.099976 76.003139 705.076921 834.109985 ... 0.896461 0.928509 737.890015 737.890015 862.869995 862.869995 1.713893 0.389055 0.457411 Financial Services
2 TVTY 32.889999 10.19 5.620871 22.92804 32.889999 21.25 3.298713 26.784 32.279999 ... 0.947594 0.973128 27.85 29.18 32.889999 32.889999 0.975728 0.524133 0.449983 error
3 MCK 339.940002 139.759995 52.614213 207.774528 339.940002 184.429993 48.520659 245.625375 313.339996 ... 0.82895 0.86712 204.660004 233.740005 329.359985 339.940002 0.653279 0.998714 0.463166 Healthcare
4 ACC 65.220001 31.07 9.214313 45.950842 65.220001 46.720001 5.555166 53.561347 64.769997 ... 0.975675 0.986823 49.209999 55.619999 58.009998 65.019997 2.984429 0.981927 0.416828 error
5 CVX 182.399994 65.160004 29.711143 105.228454 182.399994 92.860001 28.348687 125.4524 175.399994 ... 0.921823 0.940293 113.110001 119.260002 174.759995 174.759995 1.209596 0.97985 0.498334 Energy
6 EQT 50.41 10.52 8.067941 20.832639 50.41 15.71 8.938844 25.470636 47.959999 ... 0.929395 0.938581 23.24 23.24 40.689999 45.5 1.217357 0.932879 0.501911 Energy
7 LNTH 73.779999 10.52 15.093208 26.37563 73.779999 22.200001 15.582726 36.3232 63.849998 ... 0.807484 0.843029 25.790001 31.6 60.709999 69.738998 2.300963 0.990883 0.532857 Healthcare
8 SWX 95.620003 57.0 8.203573 67.857751 95.620003 62.540001 8.955224 72.377324 91.889999 ... 0.887243 0.903418 73.540001 73.540001 81.089996 92.440002 1.47625 0.284442 0.398907 Utilities
9 MPC 114.349998 26.559999 19.074529 55.904358 114.349998 50.189999 14.42865 70.18311 108.339996 ... 0.906328 0.931541 64.839996 68.779999 87.669998 96.900002 0.997729 0.991702 0.523957 Energy
10 MUSA 262.579987 109.110001 35.616647 156.556014 262.579987 126.559998 32.920196 182.841054 237.960007 ... 0.818997 0.839578 159.0 192.320007 225.460007 251.279999 1.023661 0.99617 0.410367 Consumer Cyclical
11 SJI 35.32 18.24 4.548892 24.632769 35.32 20.75 4.788175 27.217406 34.060001 ... 0.913521 0.92623 29.24 29.24 35.32 35.32 1.10309 0.165217 0.413386 Utilities
12 VDE 130.350006 36.619999 21.815405 71.425177 130.350006 62.919998 16.837208 87.675927 123.860001 ... 0.903752 0.930759 79.489998 84.209999 111.800003 115.279999 1.169962 0.947803 0.52196 error
13 XOM 105.57 31.110001 17.530923 56.46274 105.57 52.099998 13.763438 69.425423 100.459999 ... 0.904432 0.931373 64.800003 66.379997 91.510002 92.050003 1.434399 0.977852 0.536671 Energy
14 DVN 79.400002 7.73 18.689183 30.540565 79.400002 24.049999 14.974596 45.293388 74.059998 ... 0.903523 0.925492 31.99 45.560001 63.419998 69.75 1.304951 0.994381 0.555599 Energy
15 MRO 33.240002 3.73 7.09796 12.982678 33.240002 10.41 5.844906 18.362507 30.290001 ... 0.870784 0.900034 14.16 17.59 26.860001 29.0 1.127529 0.972772 0.54597 Energy
16 PBF 44.119999 4.06 7.061263 13.9418 44.119999 7.24 7.637092 17.58208 40.330002 ... 0.897234 0.905392 18.780001 18.780001 27.32 32.41 1.018074 0.730477 0.555776 Energy
17 APA 51.950001 7.45 10.056634 22.599485 51.950001 15.55 9.250318 29.70334 48.810001 ... 0.913736 0.929438 24.299999 31.139999 43.880001 45.27 1.279846 0.443494 0.44772 Energy
18 CTRA 36.549999 14.28 4.380073 20.14794 36.549999 14.28 5.291072 22.31224 34.310001 ... 0.899416 0.899416 20.33 23.639999 29.49 33.0 1.337181 0.507048 0.467954 Energy

19 rows × 45 columns

Index(['max_2y', 'min_2y', 'std_2y', 'mean_2y', 'max_1y', 'min_1y', 'std_1y',
       'mean_1y', 'latest_p', '2yr_close_0pct', '2yr_close_2pct',
       '2yr_close_9pct', '2yr_close_25pct', '2yr_close_50pct',
       '2yr_close_75pct', '2yr_close_91pct', '2yr_close_98pct',
       '2yr_close_100pct', '1yr_close_0pct', '1yr_close_2pct',
       '1yr_close_9pct', '1yr_close_25pct', '1yr_close_50pct',
       '2yr_close_75pct', '1yr_close_91pct', '1yr_close_98pct',
       '1yr_close_100pct', 'risk_trend_factor', 'supply_trend_1yr',
       'supply_trend_180d', 'supply_trend_90d', 'supply_trend_60d',
       'supply_trend_30d', 'vol_30d_2yr', 'pct_1yr', 'pct_2yr',
       'MIN_Lookback_One_Year', 'MIN_Lookback_6_Months',
       'MIN_Lookback_2_Months', 'MIN_Lookback_1_Months', 'volume_factor',
       'adf', 'hurst'],
      dtype='object')
"\nabove_1yearSDev = screener_good[screener_good['latest_p']>screener['mean_1y']+screener_good['std_1y']]['Symbol'].values\nabove_2yearSDev = screener_good[screener_good['latest_p']>screener['mean_2y']+screener_good['std_2y']]['Symbol'].values\nabove_yearSDev = np.intersect1d(above_1yearSDev,above_2yearSDev)\n"
"\nabove_2year_t = screener[screener['pct_2yr']>threshold]['Symbol'].values\nabove_1year_t = screener[screener['pct_1yr']>threshold]['Symbol'].values\nabove_years_t = np.intersect1d(above_2year_t,above_1year_t)\n"
adf < .05 or .01, mean reverting
Hurst
> .5 - The time series is mean reverting.
= .5 - The time series is a Geometric Brownian Motion.
< .5 - The time series is trending.
SPTM
Index: SP1500
supply trend: 10701430.030257186
SPTM
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 47.422277 49.676984 51.931691
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
SPTM 1.445517 48.16 10701430.030257 0.514882 0.731043 0.430862
ets next 13 weeks
1
['options', ('2022-06-17',)]
SPY
Index: SP500
supply trend: 1781380150.6807866
totalAssets trailingPE
SPY 3.781762e+11 4.292843
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 384.809441 402.729524 420.649606
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
SPY 1.065993 389.799988 1781380150.680787 0.501905 0.730083 0.423507
ets next 13 weeks
11
['options', ('2022-06-17', '2022-06-30', '2022-09-16', '2022-09-30', '2022-12-16', '2023-01-20', '2023-03-17', '2023-06-16', '2023-12-15', '2024-01-19', '2024-12-20')]
SLY
Index: SP600
supply trend: 1733621.860816944
SLY
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 81.56592 86.101746 90.637572
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
SLY 1.265097 84.790001 1733621.860817 0.58507 0.631357 0.516612
ets next 13 weeks
MDYG
Index: SP400
supply trend: 3870598.865355522
MDYG
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 62.654627 66.371428 70.088229
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MDYG 0.727588 64.839996 3870598.865356 0.405859 0.564973 0.453632
ets next 13 weeks
1
['options', ('2022-06-17',)]
VOX
Sector: Communication Services ETF
supply trend: 4281925.491679274
VOX
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 97.197858 101.223333 105.248808
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VOX 1.950828 97.699997 4281925.491679 0.137637 0.718884 0.512033
ets next 13 weeks
1
['options', ('2022-07-15',)]
VCR
Sector: Consumer Discretionary ETF
supply trend: 2149496.8229954615
totalAssets
VCR 6.015592e+09
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 228.960223 247.434761 265.9093
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VCR 1.24671 240.179993 2149496.822995 0.290163 0.672666 0.471633
ets next 13 weeks
1
['options', ('2022-06-17',)]
VDC
Sector: Consumer Staples ETF
supply trend: 3239531.5431164904
totalAssets
VDC 8.239956e+09
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 180.713861 189.626984 198.540108
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VDC 1.521146 184.889999 3239531.543116 0.610012 0.828818 0.357333
ets next 13 weeks
1
['options', ('2022-07-15',)]
VDE
Sector: Energy ETF
supply trend: 15894021.482602118
totalAssets trailingPE
VDE 1.106882e+10 10.692059
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 107.166137 119.294921 131.423705
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VDE 1.169962 123.860001 15894021.482602 0.930759 0.947803 0.52196
ets next 13 weeks
1
['options', ('2022-06-17',)]
VFH
Sector: Financials ETF
supply trend: 15854911.649016641
totalAssets
VFH 1.055284e+10
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 79.139405 83.671588 88.203771
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VFH 1.068786 79.93 15854911.649017 0.524221 0.532803 0.492594
ets next 13 weeks
1
['options', ('2022-08-19',)]
VHT
Sector: Health Care ETF
supply trend: 5096065.052950076
totalAssets trailingPE
VHT 1.944618e+10 5.167231
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 231.084711 237.690476 244.296241
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VHT 0.947476 229.929993 5096065.05295 0.525621 0.693779 0.333477
ets next 13 weeks
1
['options', ('2022-06-17',)]
VIS
Sector: Industrials ETF
supply trend: 3021835.7791225417
VIS
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 166.918433 175.029841 183.141249
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VIS 0.897137 170.789993 3021835.779123 0.55486 0.557365 0.472662
ets next 13 weeks
1
['options', ('2022-08-19',)]
VGT
Sector: Information Technology ETF
supply trend: 13900429.727685325
totalAssets
VGT 5.044675e+10
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 330.411387 350.71381 371.016232
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VGT 1.13554 337.339996 13900429.727685 0.3501 0.739205 0.427823
ets next 13 weeks
2
['options', ('2022-06-17', '2022-08-19')]
VAW
Sector: Materials ETF
supply trend: 2531724.1301059
totalAssets
VAW 5.085875e+09
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 175.041332 184.631904 194.222476
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VAW 1.136419 178.449997 2531724.130106 0.735836 0.8001 0.433204
ets next 13 weeks
1
['options', ('2022-08-19',)]
VNQ
Sector: Real Estate ETF
supply trend: 111305975.03782149
totalAssets
VNQ 7.839537e+10
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 93.076579 96.729683 100.382786
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VNQ 1.031909 92.620003 111305975.037821 0.416 0.514654 0.397188
ets next 13 weeks
3
['options', ('2022-06-17', '2023-01-20', '2024-01-19')]
VPU
Sector: Utilities ETF
supply trend: 4401008.169440242
totalAssets
VPU 7.799146e+09
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 152.644005 158.881905 165.119806
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
VPU 1.073413 155.610001 4401008.16944 0.750053 0.731044 0.299247
ets next 13 weeks
1
['options', ('2022-06-17',)]
ACC
Index: SP400
Sector: error
supply trend: 20837020.877458397
ACC
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 64.467277 64.776825 65.086373
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
ACC 2.984429 64.769997 20837020.877458 0.986823 0.981927 0.416828
ets next 13 weeks
1
['options', ('2022-06-17',)]
APA
Index: SP500
Sector: Energy
supply trend: 154170566.9440242
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
APA 4.125226 1.227 704.108 0.5 0.0098 4.324 4982000128 0.56569 5.04757 2424875008 ... 0.405 24.063 Energy 338232000 1 234000000 0.692 5999000064 8807000064 7.255835

1 rows × 34 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 37.987556 45.39127 52.794983
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
APA 1.279846 48.810001 154170566.944024 0.929438 0.443494 0.44772
ets next 13 weeks
3
['options', ('2022-07-15', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2021-3                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                           8.88
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                      None
peerCount                               71
governanceScore                       7.96
environmentPercentile                 None
animalTesting                        False
tobacco                              False
totalEsg                             38.81
highestControversy                       2
esgPerformance                    OUT_PERF
coal                                 False
pesticides                           False
adult                                False
percentile                           82.83
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     21.98
governancePercentile                  None
militaryContract                     False]
CTRA
Index: SP500
Sector: Energy
supply trend: 150668871.709531
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
CTRA -0.189215 1.751 29.377 0.6 0.0201 2.487 2364999936 0.64441 9.610645 1148249984 ... 4.191 7.296 Energy 813577984 3.2 1036000000 1.273 3463000064 3670000128 39.032993

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 28.660914 33.218095 37.775277
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
CTRA 1.337181 34.310001 150668871.709531 0.899416 0.507048 0.467954
ets next 13 weeks
23
['quarterly_balance_sheet',                              2021-12-31    2021-09-30    2021-06-30  \
Capital Surplus            1.091100e+10  1.823373e+09  1.815770e+09   
Total Liab                 8.112000e+09  2.404585e+09  2.310672e+09   
Total Stockholder Equity   1.173800e+10  2.326112e+09  2.299895e+09   
Deferred Long Term Liab    5.000000e+06  5.329000e+06  5.844000e+06   
Other Current Liab         1.880000e+08  2.128940e+08  7.719900e+07   
Total Assets               1.990000e+10  4.730697e+09  4.610567e+09   
Common Stock               8.900000e+07  4.786200e+07  4.786200e+07   
Other Current Assets       2.400000e+07  1.323500e+07  1.540000e+07   
Retained Earnings          2.563000e+09  2.276071e+09  2.257320e+09   
Other Liab                 3.512000e+09  9.650310e+08  9.577370e+08   
Treasury Stock            -1.825000e+09 -1.821194e+09 -1.821057e+09   
Other Assets               7.200000e+07  3.109900e+07  3.170800e+07   
Cash                       1.036000e+09  7.627000e+07  1.581470e+08   
Total Current Liabilities  1.220000e+09  4.660100e+08  3.786840e+08   
Other Stockholder Equity   1.000000e+06  2.007000e+06  2.144000e+06   
Property Plant Equipment   1.769200e+10  4.256875e+09  4.182793e+09   
Total Current Assets       2.136000e+09  4.427230e+08  3.960660e+08   
Net Tangible Assets        1.173800e+10  2.326112e+09  2.299895e+09   
Net Receivables            1.037000e+09  3.404370e+08  2.051240e+08   
Long Term Debt             3.125000e+09  9.465090e+08  9.463160e+08   
Inventory                  3.900000e+07  1.278100e+07  1.739500e+07   
Accounts Payable           7.470000e+08  2.271920e+08  1.662560e+08   
Short Long Term Debt                NaN           NaN  1.000000e+08   

                             2021-03-31  
Capital Surplus            1.808232e+09  
Total Liab                 2.244882e+09  
Total Stockholder Equity   2.305970e+09  
Deferred Long Term Liab    6.360000e+06  
Other Current Liab         1.989500e+07  
Total Assets               4.550852e+09  
Common Stock               4.783800e+07  
Other Current Assets       2.198400e+07  
Retained Earnings          2.270819e+09  
Other Liab                 9.549700e+08  
Treasury Stock            -1.820919e+09  
Other Assets               3.078400e+07  
Cash                       1.736590e+08  
Total Current Liabilities  3.150920e+08  
Other Stockholder Equity   2.282000e+06  
Property Plant Equipment   4.108153e+09  
Total Current Assets       4.119150e+08  
Net Tangible Assets        2.305970e+09  
Net Receivables            2.004020e+08  
Long Term Debt             9.461230e+08  
Inventory                  1.587000e+07  
Accounts Payable           1.691010e+08  
Short Long Term Debt       1.000000e+08  ]
16
['quarterly_cashflow',                                             2021-12-31   2021-09-30  \
Change To Liabilities                      -17390000.0   76262000.0   
Total Cashflows From Investing Activities  771721000.0 -183894000.0   
Net Borrowings                              -2000000.0 -100000000.0   
Total Cash From Financing Activities      -764618000.0 -143963000.0   
Change To Operating Activities              17176000.0   -9218000.0   
Net Income                                 938468000.0   62714000.0   
Change In Cash                             959440000.0  -82663000.0   
Repurchase Of Stock                       -108431000.0 -108431000.0   
Total Cash From Operating Activities       952337000.0  245194000.0   
Depreciation                               410014000.0   97289000.0   
Dividends Paid                            -652187000.0  -43963000.0   
Change To Inventory                          2511000.0    4614000.0   
Change To Account Receivables             -159015000.0 -102009000.0   
Other Cashflows From Financing Activities   -2000000.0   -2000000.0   
Change To Netincome                       -320852000.0  148138000.0   
Capital Expenditures                      -268960000.0 -184101000.0   

                                            2021-06-30   2021-03-31  
Change To Liabilities                      -15297000.0    3425000.0  
Total Cashflows From Investing Activities -151302000.0 -123525000.0  
Net Borrowings                            -100000000.0  -88000000.0  
Total Cash From Financing Activities       -43963000.0 -133456000.0  
Change To Operating Activities               4956000.0  -13914000.0  
Net Income                                  30464000.0  126354000.0  
Change In Cash                             -16323000.0   33546000.0  
Repurchase Of Stock                       -108431000.0   -5569000.0  
Total Cash From Operating Activities       178942000.0  290527000.0  
Depreciation                                91549000.0   94148000.0  
Dividends Paid                             -43963000.0  -39887000.0  
Change To Inventory                         -1525000.0    -600000.0  
Change To Account Receivables               15143000.0   16881000.0  
Other Cashflows From Financing Activities   -2000000.0   -2000000.0  
Change To Netincome                         92703000.0   40011000.0  
Capital Expenditures                      -151322000.0 -123617000.0  ]
4
['quarterly_earnings',             Revenue   Earnings
Quarter                       
1Q2021    472918000  126354000
2Q2021    411788000   30464000
3Q2021    641678000   62714000
4Q2021   2143616000  938468000]
22
['quarterly_financials',                                           2021-12-31   2021-09-30  \
Research Development                            None         None   
Effect Of Accounting Charges                    None         None   
Income Before Tax                       1214465000.0   83216000.0   
Minority Interest                               None         None   
Net Income                               938468000.0   62714000.0   
Selling General Administrative            95410000.0   24998000.0   
Gross Profit                            1797984000.0  471530000.0   
Ebit                                    1298389000.0  135756000.0   
Operating Income                        1298389000.0  135756000.0   
Other Operating Expenses                 -14836000.0  209489000.0   
Interest Expense                         -24488000.0  -12577000.0   
Extraordinary Items                             None         None   
Non Recurring                                   None         None   
Other Items                                     None         None   
Income Tax Expense                       275997000.0   20502000.0   
Total Revenue                           2143616000.0  641678000.0   
Total Operating Expenses                 845227000.0  505922000.0   
Cost Of Revenue                          345632000.0  170148000.0   
Total Other Income Expense Net           -83924000.0  -52540000.0   
Discontinued Operations                         None         None   
Net Income From Continuing Ops           938468000.0   62714000.0   
Net Income Applicable To Common Shares   935468000.0   62714000.0   

                                         2021-06-30   2021-03-31  
Research Development                           None         None  
Effect Of Accounting Charges                   None         None  
Income Before Tax                        41304000.0  163015000.0  
Minority Interest                              None         None  
Net Income                               30464000.0  126354000.0  
Selling General Administrative           16837000.0   26755000.0  
Gross Profit                            262146000.0  319340000.0  
Ebit                                     60088000.0  177767000.0  
Operating Income                         60088000.0  177767000.0  
Other Operating Expenses                 91304000.0   18043000.0  
Interest Expense                        -12558000.0  -12377000.0  
Extraordinary Items                            None         None  
Non Recurring                                  None         None  
Other Items                                    None         None  
Income Tax Expense                       10840000.0   36661000.0  
Total Revenue                           411788000.0  472918000.0  
Total Operating Expenses                351700000.0  295151000.0  
Cost Of Revenue                         149642000.0  153578000.0  
Total Other Income Expense Net          -18784000.0  -14752000.0  
Discontinued Operations                        None         None  
Net Income From Continuing Ops           30464000.0  126354000.0  
Net Income Applicable To Common Shares   30464000.0  126354000.0  ]
10
['mutualfund_holders',                                               Holder    Shares Date Reported  \
0              Select Sector SPDR Fund-Energy Select  23925372    2022-01-30   
1             Vanguard Total Stock Market Index Fund  23123140    2021-12-30   
2                      Vanguard Small-Cap Index Fund  20493160    2021-12-30   
3                            Vanguard 500 Index Fund  17229139    2021-12-30   
4                   Washington Mutual Investors Fund  16985001    2022-01-30   
5           Vanguard Fenway Funds-Equity Income Fund  16267453    2021-12-30   
6                         Income Fund of America Inc  13333912    2022-01-30   
7               Vanguard Small-Cap Growth Index Fund  12758989    2021-12-30   
8  Victory Portfolios-Sycamore Established Value ...  12049383    2022-01-30   
9                          Fundamental Investors Inc  11357657    2021-12-30   

    % Out      Value  
0  0.0297  523965646  
1  0.0287  439339660  
2  0.0254  389370040  
3  0.0214  327353641  
4  0.0211  371971521  
5  0.0202  309081607  
6  0.0165  292012672  
7  0.0158  242420791  
8  0.0150  263881487  
9  0.0141  215795483  ]
4
['options', ('2022-07-15', '2022-09-16', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                          14.01
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                         0
peerCount                               66
governanceScore                       9.28
environmentPercentile                    0
animalTesting                        False
tobacco                              False
totalEsg                             46.68
highestControversy                       2
esgPerformance                        None
coal                                 False
pesticides                           False
adult                                False
percentile                           95.93
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     23.39
governancePercentile                     0
militaryContract                     False]
CVX
Index: SP500
Sector: Energy
supply trend: 181490743.72163388
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
CVX 1.078947 1.433 19.941 5.68 0.0315 3.473 38521999360 0.21783 12.431709 21073375232 ... 0.683 92.025 Energy 1964809984 2.03 11704000512 5.957 29333000192 176843997184 17.0187

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 164.142905 173.680233 183.21756
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
CVX 1.209596 175.399994 181490743.721634 0.940293 0.97985 0.498334
ets next 13 weeks
3
['options', ('2022-06-17', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                          10.63
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                      None
peerCount                               66
governanceScore                       9.95
environmentPercentile                 None
animalTesting                         True
tobacco                              False
totalEsg                                43
highestControversy                       3
esgPerformance                   LEAD_PERF
coal                                 False
pesticides                           False
adult                                False
percentile                           92.22
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     22.42
governancePercentile                  None
militaryContract                     False]
DVN
Index: SP500
Sector: Energy
supply trend: 181231964.52344933
beta currentRatio debtToEquity dividendRate dividendYield ebitda ebitdaMargins forwardPE freeCashflow grossMargins ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
DVN 2.784803 1.376 71.922 5.08 0.0739 5506999808 0.41984 14.160611 2805625088 0.56522 ... 2.003 19.784 Energy 677000000 1.7 2099000064 3.16 6760000000 13116999680 36.77259

1 rows × 34 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 65.748411 73.181587 80.614763
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
DVN 1.304951 74.059998 181231964.523449 0.925492 0.994381 0.555599
ets next 13 weeks
25
['quarterly_balance_sheet',                                     2021-12-31    2021-09-30    2021-06-30  \
Capital Surplus                   7.636000e+09  8.206000e+09  8.189000e+09   
Total Liab                        1.162600e+10  1.199600e+10  1.153000e+10   
Total Stockholder Equity          9.262000e+09  8.924000e+09  8.399000e+09   
Minority Interest                 1.370000e+08  1.370000e+08  1.360000e+08   
Other Current Liab                2.545000e+09  2.940000e+09  2.554000e+09   
Total Assets                      2.102500e+10  2.105700e+10  2.006500e+10   
Common Stock                      6.600000e+07  6.800000e+07  6.800000e+07   
Other Current Assets              5.240000e+08  4.860000e+08  5.030000e+08   
Retained Earnings                 1.692000e+09  7.500000e+08  2.430000e+08   
Other Liab                        1.805000e+09  1.743000e+09  1.698000e+09   
Good Will                         7.530000e+08  7.530000e+08  7.530000e+08   
Treasury Stock                   -1.320000e+08 -1.000000e+08 -1.010000e+08   
Other Assets                      3.780000e+08  3.670000e+08  3.970000e+08   
Cash                              2.099000e+09  2.144000e+09  1.348000e+09   
Total Current Liabilities         3.087000e+09  3.505000e+09  3.072000e+09   
Deferred Long Term Asset Charges  7.000000e+06           NaN           NaN   
Other Stockholder Equity         -1.320000e+08 -1.000000e+08 -1.010000e+08   
Property Plant Equipment          1.524300e+10  1.532200e+10  1.544100e+10   
Total Current Assets              4.249000e+09  4.227000e+09  3.076000e+09   
Long Term Investments             4.020000e+08  3.880000e+08  3.980000e+08   
Net Tangible Assets               8.509000e+09  8.171000e+09  7.646000e+09   
Net Receivables                   1.626000e+09  1.597000e+09  1.225000e+09   
Long Term Debt                    6.482000e+09  6.492000e+09  6.502000e+09   
Accounts Payable                  5.000000e+08  5.370000e+08  4.870000e+08   
Short Long Term Debt                       NaN           NaN           NaN   

                                    2021-03-31  
Capital Surplus                   8.172000e+09  
Total Liab                        1.197100e+10  
Total Stockholder Equity          8.353000e+09  
Minority Interest                 1.330000e+08  
Other Current Liab                2.124000e+09  
Total Assets                      2.045700e+10  
Common Stock                      6.700000e+07  
Other Current Assets              5.290000e+08  
Retained Earnings                 2.180000e+08  
Other Liab                        1.724000e+09  
Good Will                         7.530000e+08  
Treasury Stock                   -1.040000e+08  
Other Assets                      3.060000e+08  
Cash                              1.683000e+09  
Total Current Liabilities         2.945000e+09  
Deferred Long Term Asset Charges           NaN  
Other Stockholder Equity         -1.040000e+08  
Property Plant Equipment          1.552900e+10  
Total Current Assets              3.467000e+09  
Long Term Investments             4.020000e+08  
Net Tangible Assets               7.600000e+09  
Net Receivables                   1.255000e+09  
Long Term Debt                    7.042000e+09  
Accounts Payable                  5.640000e+08  
Short Long Term Debt              2.260000e+08  ]
17
['quarterly_cashflow',                                              2021-12-31    2021-09-30  \
Investments                               -1.700000e+07  9.000000e+06   
Change To Liabilities                     -1.800000e+07  4.690000e+08   
Total Cashflows From Investing Activities -5.180000e+08 -4.740000e+08   
Total Cash From Financing Activities      -1.149000e+09 -3.370000e+08   
Change To Operating Activities            -2.200000e+07 -2.900000e+07   
Net Income                                 1.506000e+09  8.380000e+08   
Change In Cash                            -5.000000e+07  7.820000e+08   
Repurchase Of Stock                       -5.890000e+08 -3.000000e+06   
Effect Of Exchange Rate                    1.000000e+06 -5.000000e+06   
Total Cash From Operating Activities       1.616000e+09  1.598000e+09   
Depreciation                               5.850000e+08  5.790000e+08   
Dividends Paid                            -7.300000e+07 -7.400000e+07   
Change To Account Receivables             -3.100000e+07 -3.320000e+08   
Other Cashflows From Financing Activities -6.000000e+06 -5.000000e+06   
Change To Netincome                       -4.010000e+08  1.130000e+08   
Capital Expenditures                      -5.150000e+08 -4.840000e+08   
Net Borrowings                                      NaN           NaN   

                                             2021-06-30   2021-03-31  
Investments                                8.000000e+06   10000000.0  
Change To Liabilities                      7.200000e+07   16000000.0  
Total Cashflows From Investing Activities -4.520000e+08 -130000000.0  
Total Cash From Financing Activities      -9.820000e+08 -824000000.0  
Change To Operating Activities            -7.600000e+07  -95000000.0  
Net Income                                 2.560000e+08  213000000.0  
Change In Cash                            -3.390000e+08 -359000000.0  
Repurchase Of Stock                       -9.000000e+06  -33000000.0  
Effect Of Exchange Rate                    2.000000e+06    3000000.0  
Total Cash From Operating Activities       1.093000e+09  592000000.0  
Depreciation                               5.360000e+08  481000000.0  
Dividends Paid                            -7.500000e+07 -128000000.0  
Change To Account Receivables             -1.000000e+08  -63000000.0  
Other Cashflows From Financing Activities -2.000000e+06  -28000000.0  
Change To Netincome                        2.840000e+08   25000000.0  
Capital Expenditures                      -5.090000e+08 -499000000.0  
Net Borrowings                            -7.420000e+08 -560000000.0  ]
4
['quarterly_earnings',             Revenue    Earnings
Quarter                        
1Q2021   2461000000   213000000
2Q2021   2977000000   256000000
3Q2021   3625000000   838000000
4Q2021   4054000000  1506000000]
22
['quarterly_financials',                                           2021-12-31    2021-09-30  \
Research Development                            None          None   
Effect Of Accounting Charges                    None          None   
Income Before Tax                       1662000000.0   964000000.0   
Minority Interest                        137000000.0   137000000.0   
Net Income                              1506000000.0   838000000.0   
Selling General Administrative            95000000.0    95000000.0   
Gross Profit                            2380000000.0  2088000000.0   
Ebit                                    1727000000.0  1068000000.0   
Operating Income                        1727000000.0  1068000000.0   
Other Operating Expenses                 -24000000.0   344000000.0   
Interest Expense                         -92000000.0   -93000000.0   
Extraordinary Items                             None          None   
Non Recurring                                   None          None   
Other Items                                     None          None   
Income Tax Expense                       150000000.0   120000000.0   
Total Revenue                           4054000000.0  3625000000.0   
Total Operating Expenses                2327000000.0  2557000000.0   
Cost Of Revenue                         1674000000.0  1537000000.0   
Total Other Income Expense Net           -65000000.0  -104000000.0   
Discontinued Operations                         None          None   
Net Income From Continuing Ops          1512000000.0   844000000.0   
Net Income Applicable To Common Shares  1487000000.0   832000000.0   

                                          2021-06-30    2021-03-31  
Research Development                            None          None  
Effect Of Accounting Charges                    None          None  
Income Before Tax                        304000000.0   -32000000.0  
Minority Interest                        136000000.0   133000000.0  
Net Income                               256000000.0   213000000.0  
Selling General Administrative            94000000.0   107000000.0  
Gross Profit                            1655000000.0  1291000000.0  
Ebit                                     320000000.0   202000000.0  
Operating Income                         320000000.0   202000000.0  
Other Operating Expenses                 702000000.0   512000000.0  
Interest Expense                         -98000000.0  -105000000.0  
Extraordinary Items                             None          None  
Non Recurring                                   None          None  
Other Items                                     None          None  
Income Tax Expense                        43000000.0  -248000000.0  
Total Revenue                           2977000000.0  2461000000.0  
Total Operating Expenses                2657000000.0  2259000000.0  
Cost Of Revenue                         1322000000.0  1170000000.0  
Total Other Income Expense Net           -16000000.0  -234000000.0  
Discontinued Operations                         None          None  
Net Income From Continuing Ops           261000000.0   216000000.0  
Net Income Applicable To Common Shares   253000000.0   211000000.0  ]
10
['mutualfund_holders',                                               Holder    Shares Date Reported  \
0             Vanguard Total Stock Market Index Fund  19232335    2021-12-30   
1              Select Sector SPDR Fund-Energy Select  18515332    2022-01-30   
2                        Vanguard Mid-Cap Index Fund  15295295    2021-12-30   
3                            Vanguard 500 Index Fund  13333264    2021-12-30   
4        Undiscovered Managers Behavioral Value Fund   7254904    2021-12-30   
5                             SPDR S&P 500 ETF Trust   6678214    2022-01-30   
6                            Fidelity 500 Index Fund   6447707    2022-02-27   
7                           iShares Core S&P 500 ETF   5236340    2022-01-30   
8                    Vanguard Index-Value Index Fund   5169015    2021-12-30   
9  Victory Portfolios-Sycamore Established Value ...   5050000    2022-01-30   

    % Out      Value  
0  0.0291  847184356  
1  0.0281  936320339  
2  0.0232  673757744  
3  0.0202  587330279  
4  0.0110  319578521  
5  0.0101  337717281  
6  0.0098  383960951  
7  0.0079  264801713  
8  0.0078  227695110  
9  0.0077  255378500  ]
3
['options', ('2022-07-15', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                           8.78
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                         0
peerCount                               66
governanceScore                       7.86
environmentPercentile                    0
animalTesting                        False
tobacco                              False
totalEsg                             34.39
highestControversy                       2
esgPerformance                   LEAD_PERF
coal                                 False
pesticides                           False
adult                                False
percentile                           76.03
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     17.75
governancePercentile                     0
militaryContract                     False]
EQT
Index: SP400
Sector: Energy
supply trend: 137472571.69969743
beta currentRatio debtToEquity dividendRate dividendYield ebitda ebitdaMargins forwardPE freeCashflow grossMargins ... returnOnEquity revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue
EQT 1.156862 0.398 61.543 0.5 0.0133 -1089323008 -0.13465 21.603603 2408109568 0.734 ... -0.3018 1.206 23.313 Energy 377955008 2 16913000 0.046 5050277888 8089885184

1 rows × 32 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 37.159954 45.132857 53.10576
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
EQT 1.217357 47.959999 137472571.699697 0.938581 0.932879 0.501911
ets next 13 weeks
21
['quarterly_balance_sheet',                              2022-03-31    2021-12-31    2021-09-30  \
Total Liab                 1.360858e+10  1.156162e+10  1.475200e+10   
Total Stockholder Equity   8.188673e+09  1.002953e+10  8.248460e+09   
Minority Interest          1.736000e+07  1.623600e+07  1.126500e+07   
Other Current Liab         5.695198e+09  2.471048e+09  6.032718e+09   
Total Assets               2.181461e+10  2.160739e+10  2.301172e+10   
Common Stock               9.921348e+09  1.016796e+10  1.018065e+10   
Other Current Assets       1.304109e+09  6.911100e+08  1.428073e+09   
Retained Earnings         -1.725279e+09 -1.157790e+08 -1.908833e+09   
Other Liab                 1.446828e+09  1.926612e+09  1.346475e+09   
Treasury Stock            -7.396000e+06 -2.265700e+07 -2.335900e+07   
Other Assets               4.927920e+08  8.756020e+08  8.897110e+08   
Cash                       1.691300e+07  1.139630e+08  2.279200e+07   
Total Current Liabilities  7.605287e+09  5.080171e+09  7.228353e+09   
Short Long Term Debt       4.938150e+08  9.549000e+08  1.244100e+07   
Other Stockholder Equity  -4.548000e+06 -4.611000e+06 -5.157000e+06   
Property Plant Equipment   1.829589e+10  1.844502e+10  1.878111e+10   
Total Current Assets       3.025930e+09  2.286766e+09  3.340899e+09   
Net Tangible Assets        8.188673e+09  1.002953e+10  8.248460e+09   
Net Receivables            1.212596e+09  1.438031e+09  1.132364e+09   
Long Term Debt             4.556463e+09  4.530102e+09  6.177167e+09   
Accounts Payable           1.416274e+09  1.339251e+09  1.183194e+09   

                             2021-06-30  
Total Liab                 1.068284e+10  
Total Stockholder Equity   8.291758e+09  
Minority Interest          1.066400e+07  
Other Current Liab         2.459368e+09  
Total Assets               1.898526e+10  
Common Stock               8.245752e+09  
Other Current Assets       6.488550e+08  
Retained Earnings          7.128400e+07  
Other Liab                 1.907015e+09  
Treasury Stock            -2.527800e+07  
Other Assets               9.975310e+08  
Cash                       3.307700e+08  
Total Current Liabilities  3.679201e+09  
Short Long Term Debt       3.996990e+08  
Other Stockholder Equity  -5.194000e+06  
Property Plant Equipment   1.581907e+10  
Total Current Assets       2.168655e+09  
Net Tangible Assets        8.291758e+09  
Net Receivables            6.515680e+08  
Long Term Debt             5.096619e+09  
Accounts Payable           8.201340e+08  ]
18
['quarterly_cashflow',                                              2022-03-31    2021-12-31  \
Change To Liabilities                      5.286700e+07  1.804790e+08   
Total Cashflows From Investing Activities -2.911720e+08 -3.578840e+08   
Net Borrowings                            -5.441740e+08 -7.123310e+08   
Total Cash From Financing Activities      -8.270970e+08 -7.218910e+08   
Change To Operating Activities            -1.461280e+08  5.418350e+08   
Issuance Of Stock                          1.214000e+06  1.214000e+06   
Net Income                                -1.516048e+09  1.801333e+09   
Change In Cash                            -9.705000e+07  9.117100e+07   
Repurchase Of Stock                       -2.301390e+08 -1.296200e+07   
Total Cash From Operating Activities       1.021219e+09  1.170946e+09   
Depreciation                               4.352770e+08  5.105630e+08   
Other Cashflows From Investing Activities -1.490000e+05 -2.778600e+07   
Dividends Paid                            -4.706300e+07 -4.706300e+07   
Change To Account Receivables              2.259680e+08 -2.955500e+08   
Other Cashflows From Financing Activities -6.935000e+06  3.402000e+06   
Change To Netincome                        1.969283e+09 -1.570860e+09   
Capital Expenditures                      -2.922810e+08 -3.481900e+08   
Investments                                         NaN  2.436900e+07   

                                             2021-09-30   2021-06-30  
Change To Liabilities                      1.653180e+08   -5541000.0  
Total Cashflows From Investing Activities -1.039960e+09 -426988000.0  
Net Borrowings                             6.856860e+08  698705000.0  
Total Cash From Financing Activities       6.838740e+08  673609000.0  
Change To Operating Activities            -2.052750e+08 -360908000.0  
Issuance Of Stock                          1.214000e+06    1214000.0  
Net Income                                -1.980117e+09 -936457000.0  
Change In Cash                            -3.079780e+08  290100000.0  
Repurchase Of Stock                       -1.122000e+06     -51000.0  
Total Cash From Operating Activities       4.810800e+07   43479000.0  
Depreciation                               4.528740e+08  391417000.0  
Other Cashflows From Investing Activities  8.465000e+06    1758000.0  
Dividends Paid                            -4.706300e+07  -47063000.0  
Change To Account Receivables             -3.048780e+08   13335000.0  
Other Cashflows From Financing Activities -6.900000e+05  -25045000.0  
Change To Netincome                        1.923332e+09  941633000.0  
Capital Expenditures                      -2.366790e+08 -218982000.0  
Investments                                2.436900e+07   24369000.0  ]
4
['quarterly_earnings',             Revenue    Earnings
Quarter                        
2Q2021   1063417000  -936457000
3Q2021   1766717000 -1980117000
4Q2021   2792407000  1801333000
1Q2022   2467344000 -1516048000]
22
['quarterly_financials',                                           2022-03-31    2021-12-31  \
Research Development                            None          None   
Effect Of Accounting Charges                    None          None   
Income Before Tax                      -1980280000.0  2393634000.0   
Minority Interest                         17360000.0    16236000.0   
Net Income                             -1516048000.0  1801333000.0   
Selling General Administrative            69096000.0    52343000.0   
Gross Profit                            1911411000.0  2213006000.0   
Ebit                                   -1859484000.0  2753035000.0   
Operating Income                       -1859484000.0  2753035000.0   
Other Operating Expenses                3278929000.0 -1069974000.0   
Interest Expense                         -67902000.0   -76469000.0   
Extraordinary Items                             None          None   
Non Recurring                                   None          None   
Other Items                                     None          None   
Income Tax Expense                      -465697000.0   591080000.0   
Total Revenue                           2467344000.0  2792407000.0   
Total Operating Expenses                4326828000.0    39372000.0   
Cost Of Revenue                          555933000.0   579401000.0   
Total Other Income Expense Net          -120796000.0  -359401000.0   
Discontinued Operations                         None          None   
Net Income From Continuing Ops         -1514583000.0  1802554000.0   
Net Income Applicable To Common Shares -1516048000.0  1801333000.0   

                                          2021-09-30    2021-06-30  
Research Development                            None          None  
Effect Of Accounting Charges                    None          None  
Income Before Tax                      -2642431000.0 -1284365000.0  
Minority Interest                         11265000.0    10664000.0  
Net Income                             -1980117000.0  -936457000.0  
Selling General Administrative            49113000.0    49853000.0  
Gross Profit                            1239679000.0   573854000.0  
Ebit                                   -2568808000.0 -1208823000.0  
Operating Income                       -2568808000.0 -1208823000.0  
Other Operating Expenses                3296003000.0  1350757000.0  
Interest Expense                         -80349000.0   -76986000.0  
Extraordinary Items                             None          None  
Non Recurring                                   None          None  
Other Items                                     None          None  
Income Tax Expense                      -662915000.0  -347846000.0  
Total Revenue                           1766717000.0  1063417000.0  
Total Operating Expenses                4335525000.0  2272240000.0  
Cost Of Revenue                          527038000.0   489563000.0  
Total Other Income Expense Net           -73623000.0   -75542000.0  
Discontinued Operations                         None          None  
Net Income From Continuing Ops         -1979516000.0  -936519000.0  
Net Income Applicable To Common Shares -1980117000.0  -936457000.0  ]
10
['mutualfund_holders',                                               Holder    Shares Date Reported  \
0             Vanguard Total Stock Market Index Fund  10743775    2021-12-30   
1                      Vanguard Small-Cap Index Fund   9517470    2021-12-30   
2                        iShares Core S&P Midcap ETF   8386370    2022-01-30   
3                     Fidelity Low-Priced Stock Fund   7654281    2022-02-27   
4                  Price (T.Rowe) Mid-Cap Value Fund   6376041    2021-12-30   
5                Vanguard Small Cap Value Index Fund   6033276    2021-12-30   
6                     Blackrock Equity Dividend Fund   4987579    2022-01-30   
7                   BlackRock Global Allocation Fund   4799848    2022-01-30   
8                        Fidelity Mid-Cap Stock Fund   4651596    2022-02-27   
9  SPDR (R) Ser Tr-SPDR (R) S&P (R) Oil & Gas Exp...   4286671    2022-01-30   

    % Out      Value  
0  0.0291  234321732  
1  0.0258  207576020  
2  0.0227  178210362  
3  0.0207  177120062  
4  0.0173  139061454  
5  0.0163  131585749  
6  0.0135  105986053  
7  0.0130  101996770  
8  0.0126  107637931  
9  0.0116   91091758  ]
3
['options', ('2022-06-17', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                          10.21
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                         0
peerCount                               66
governanceScore                       7.64
environmentPercentile                    0
animalTesting                        False
tobacco                              False
totalEsg                             37.38
highestControversy                       1
esgPerformance                   LEAD_PERF
coal                                 False
pesticides                           False
adult                                False
percentile                           83.58
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     19.53
governancePercentile                     0
militaryContract                     False]
LNTH
Index: SP600
Sector: Healthcare
supply trend: 10889615.279878972
beta currentRatio debtToEquity earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow grossMargins grossProfits ... returnOnEquity revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue
LNTH 0.750453 1.828 36.846 3.692 108329000 0.20002 21.648647 77142872 0.50913 187695000 ... -0.07151 1.258 7.998 Healthcare 68634096 2 105355000 1.535 190072992 541579008

1 rows × 32 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 59.745909 66.695412 73.644916
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
LNTH 2.300963 63.849998 10889615.279879 0.843029 0.990883 0.532857
ets next 13 weeks
1
['options', ('2022-07-15',)]
MCK
Index: SP500
Sector: Healthcare
supply trend: 33946622.76853253
beta currentRatio dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow grossMargins ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
MCK 0.663839 0.954 1.88 0.0059 -0.406 3191000064 0.01209 12.411926 2685625088 0.04957 ... 0.118 1733.198 Healthcare 145364992 2.18 3532000000 24.297 7616999936 263965999104 43.771442

1 rows × 32 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 310.325661 323.309364 336.293067
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MCK 0.653279 313.339996 33946622.768533 0.86712 0.998714 0.463166
ets next 13 weeks
3
['options', ('2022-08-19', '2023-01-20', '2024-01-19')]
27
['sustainability',                             Value
2022-5                           
palmOil                     False
controversialWeapons        False
gambling                    False
socialScore                  7.37
nuclear                     False
furLeather                  False
alcoholic                   False
gmo                         False
catholic                    False
socialPercentile             None
peerCount                      58
governanceScore              5.52
environmentPercentile        None
animalTesting               False
tobacco                     False
totalEsg                    15.17
highestControversy              3
esgPerformance         UNDER_PERF
coal                        False
pesticides                  False
adult                       False
percentile                  10.18
peerGroup              Healthcare
smallArms                   False
environmentScore             2.29
governancePercentile         None
militaryContract            False]
MPC
Index: SP500
Sector: Energy
supply trend: 132481329.19818456
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
MPC 1.910294 1.704 80.117 2.32 0.0242 1.917 7120999936 0.05912 25.672987 16415250432 ... 0.967 189.986 Energy 615587968 2.92 10839000064 19.177 26904000512 120450998272 7.604941

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 89.236784 101.560094 113.883404
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MPC 0.997729 108.339996 132481329.198185 0.931541 0.991702 0.523957
ets next 13 weeks
27
['quarterly_balance_sheet',                                     2021-12-31    2021-09-30    2021-06-30  \
Capital Surplus                   3.326200e+10  3.325600e+10  3.323800e+10   
Total Liab                        5.179200e+10  5.333600e+10  5.760700e+10   
Total Stockholder Equity          2.620600e+10  2.828000e+10  2.892100e+10   
Minority Interest                 7.375000e+09  7.684000e+09  7.772000e+09   
Other Current Liab                2.278000e+09  3.377000e+09  6.148000e+09   
Total Assets                      8.537300e+10  8.930000e+10  9.430000e+10   
Common Stock                      1.000000e+07  1.000000e+07  1.000000e+07   
Other Current Assets              5.680000e+08  5.850000e+08  5.850000e+08   
Retained Earnings                 1.290500e+10  1.248400e+10  1.216000e+10   
Other Liab                        7.999000e+09  8.193000e+09  8.825000e+09   
Good Will                         8.256000e+09  8.256000e+09  8.256000e+09   
Treasury Stock                   -1.997100e+10 -1.747000e+10 -1.648700e+10   
Other Assets                      2.400000e+09  2.463000e+09  2.532000e+09   
Cash                              5.291000e+09  5.874000e+09  1.183900e+10   
Total Current Liabilities         1.789800e+10  1.689800e+10  1.951200e+10   
Deferred Long Term Asset Charges  2.000000e+06           NaN           NaN   
Short Long Term Debt              4.980000e+08  7.300000e+07  7.000000e+07   
Other Stockholder Equity         -6.700000e+07 -3.440000e+08 -3.400000e+08   
Property Plant Equipment          3.881200e+10  3.905400e+10  3.949600e+10   
Total Current Assets              3.049600e+10  3.414300e+10  3.859200e+10   
Long Term Investments             5.409000e+09  5.384000e+09  5.424000e+09   
Net Tangible Assets               1.795000e+10  2.002400e+10  2.066500e+10   
Short Term Investments            5.548000e+09  7.352000e+09  5.418000e+09   
Net Receivables                   1.103400e+10  1.112100e+10  1.187100e+10   
Long Term Debt                    2.444300e+10  2.665500e+10  2.763900e+10   
Inventory                         8.055000e+09  9.211000e+09  8.879000e+09   
Accounts Payable                  1.370000e+10  1.219600e+10  1.217000e+10   

                                    2021-03-31  
Capital Surplus                   3.322200e+10  
Total Liab                        5.717200e+10  
Total Stockholder Equity          2.159200e+10  
Minority Interest                 7.887000e+09  
Other Current Liab                3.370000e+09  
Total Assets                      8.665100e+10  
Common Stock                      1.000000e+07  
Other Current Assets              1.176200e+10  
Retained Earnings                 4.029000e+09  
Other Liab                        9.386000e+09  
Good Will                         8.256000e+09  
Treasury Stock                   -1.566900e+10  
Other Assets                      2.594000e+09  
Cash                              6.240000e+08  
Total Current Liabilities         1.608500e+10  
Deferred Long Term Asset Charges           NaN  
Short Long Term Debt              6.900000e+07  
Other Stockholder Equity         -5.110000e+08  
Property Plant Equipment          4.000500e+10  
Total Current Assets              3.036100e+10  
Long Term Investments             5.435000e+09  
Net Tangible Assets               1.333600e+10  
Short Term Investments                     NaN  
Net Receivables                   9.568000e+09  
Long Term Debt                    3.006100e+10  
Inventory                         8.407000e+09  
Accounts Payable                  9.953000e+09  ]
19
['quarterly_cashflow',                                              2021-12-31    2021-09-30  \
Investments                                1.742000e+09 -1.934000e+09   
Change To Liabilities                      1.590000e+09  1.930000e+08   
Total Cashflows From Investing Activities  1.448000e+09 -2.054000e+09   
Net Borrowings                            -1.951000e+09 -1.018000e+09   
Total Cash From Financing Activities      -5.703000e+09 -2.762000e+09   
Change To Operating Activities            -2.000000e+06  1.000000e+06   
Issuance Of Stock                          3.500000e+07  1.800000e+07   
Net Income                                 7.740000e+08  6.940000e+08   
Change In Cash                            -5.810000e+08 -5.964000e+09   
Repurchase Of Stock                       -2.742000e+09 -9.280000e+08   
Total Cash From Operating Activities       3.674000e+09 -1.148000e+09   
Depreciation                               8.130000e+08  8.360000e+08   
Other Cashflows From Investing Activities  1.320000e+08  2.400000e+08   
Dividends Paid                            -3.540000e+08 -3.700000e+08   
Change To Inventory                        1.173000e+09 -3.260000e+08   
Change To Account Receivables             -1.534000e+09  1.820000e+08   
Other Cashflows From Financing Activities -6.910000e+08 -4.640000e+08   
Change To Netincome                        8.400000e+08 -2.746000e+09   
Capital Expenditures                      -4.810000e+08 -3.770000e+08   

                                             2021-06-30    2021-03-31  
Investments                               -5.477000e+09 -5.000000e+07  
Change To Liabilities                      2.656000e+09  1.821000e+09  
Total Cashflows From Investing Activities  1.567000e+10 -2.670000e+08  
Net Borrowings                            -4.169000e+09  8.650000e+08  
Total Cash From Financing Activities      -5.970000e+09  1.600000e+07  
Change To Operating Activities            -1.000000e+06  5.000000e+06  
Issuance Of Stock                          3.000000e+07  2.300000e+07  
Net Income                                 8.512000e+09 -2.420000e+08  
Change In Cash                             1.108000e+10  2.030000e+08  
Repurchase Of Stock                       -9.840000e+08 -9.840000e+08  
Total Cash From Operating Activities       1.380000e+09  4.540000e+08  
Depreciation                               8.710000e+08  8.440000e+08  
Other Cashflows From Investing Activities  2.144400e+10  1.100000e+07  
Dividends Paid                            -3.810000e+08 -3.790000e+08  
Change To Inventory                       -4.720000e+08 -4.080000e+08  
Change To Account Receivables             -2.224000e+09 -1.723000e+09  
Other Cashflows From Financing Activities -4.660000e+08 -4.930000e+08  
Change To Netincome                       -7.981000e+09  1.350000e+08  
Capital Expenditures                      -3.020000e+08 -3.040000e+08  ]
4
['quarterly_earnings',              Revenue    Earnings
Quarter                         
1Q2021   22788000000  -242000000
2Q2021   29734000000  8512000000
3Q2021   32491000000   694000000
4Q2021   35438000000   774000000]
22
['quarterly_financials',                                            2021-12-31     2021-09-30  \
Research Development                             None           None   
Effect Of Accounting Charges                     None           None   
Income Before Tax                        1348000000.0   1012000000.0   
Minority Interest                        7375000000.0   7684000000.0   
Net Income                                774000000.0    694000000.0   
Selling General Administrative            654000000.0    691000000.0   
Gross Profit                             3254000000.0   2928000000.0   
Ebit                                     1610000000.0   1208000000.0   
Operating Income                         1610000000.0   1208000000.0   
Other Operating Expenses                  177000000.0    193000000.0   
Interest Expense                         -302000000.0   -313000000.0   
Extraordinary Items                              None           None   
Non Recurring                                    None           None   
Other Items                                      None           None   
Income Tax Expense                        243000000.0    -18000000.0   
Total Revenue                           35438000000.0  32491000000.0   
Total Operating Expenses                33828000000.0  31283000000.0   
Cost Of Revenue                         32184000000.0  29563000000.0   
Total Other Income Expense Net           -262000000.0   -196000000.0   
Discontinued Operations                           NaN            NaN   
Net Income From Continuing Ops           1105000000.0   1030000000.0   
Net Income Applicable To Common Shares    772000000.0    694000000.0   

                                           2021-06-30     2021-03-31  
Research Development                             None           None  
Effect Of Accounting Charges                     None           None  
Income Before Tax                         593000000.0   -136000000.0  
Minority Interest                        7772000000.0   7887000000.0  
Net Income                               8512000000.0   -242000000.0  
Selling General Administrative            681000000.0    575000000.0  
Gross Profit                             2557000000.0   1704000000.0  
Ebit                                      816000000.0    123000000.0  
Operating Income                          816000000.0    123000000.0  
Other Operating Expenses                  189000000.0    162000000.0  
Interest Expense                         -318000000.0   -334000000.0  
Extraordinary Items                              None           None  
Non Recurring                                    None           None  
Other Items                                      None           None  
Income Tax Expense                          5000000.0     34000000.0  
Total Revenue                           29734000000.0  22788000000.0  
Total Operating Expenses                28918000000.0  22665000000.0  
Cost Of Revenue                         27177000000.0  21084000000.0  
Total Other Income Expense Net           -223000000.0   -259000000.0  
Discontinued Operations                  8214000000.0    234000000.0  
Net Income From Continuing Ops            588000000.0   -170000000.0  
Net Income Applicable To Common Shares   8512000000.0   -242000000.0  ]
10
['mutualfund_holders',                                               Holder    Shares Date Reported  \
0              Select Sector SPDR Fund-Energy Select  18103056    2022-01-30   
1             Vanguard Total Stock Market Index Fund  17494854    2021-12-30   
2                            Vanguard 500 Index Fund  13037019    2021-12-30   
3                        Vanguard Mid-Cap Index Fund   6960433    2021-12-30   
4                             SPDR S&P 500 ETF Trust   6540311    2022-01-30   
5                            Fidelity 500 Index Fund   6304109    2022-02-27   
6                           iShares Core S&P 500 ETF   5120813    2022-01-30   
7                    Vanguard Index-Value Index Fund   4704115    2021-12-30   
8  Vanguard Institutional Index Fund-Institutiona...   4638261    2021-12-30   
9                        iShares Select Dividend ETF   4127022    2022-01-30   

    % Out       Value  
0  0.0335  1298894268  
1  0.0323  1119495707  
2  0.0241   834238845  
3  0.0129   445398107  
4  0.0121   469267314  
5  0.0117   490900967  
6  0.0095   367418332  
7  0.0087   301016318  
8  0.0086   296802321  
9  0.0076   296113828  ]
4
['options', ('2022-07-15', '2022-09-16', '2023-01-20', '2024-01-19')]
27
['sustainability',                                       Value
2022-5                                     
palmOil                               False
controversialWeapons                  False
gambling                              False
socialScore                            7.01
nuclear                               False
furLeather                            False
alcoholic                             False
gmo                                   False
catholic                              False
socialPercentile                          0
peerCount                                39
governanceScore                        5.87
environmentPercentile                     0
animalTesting                         False
tobacco                               False
totalEsg                              28.78
highestControversy                        3
esgPerformance                         None
coal                                  False
pesticides                            False
adult                                 False
percentile                            57.14
peerGroup              Refiners & Pipelines
smallArms                             False
environmentScore                      15.91
governancePercentile                      0
militaryContract                      False]
MRO
Index: SP500
Sector: Energy
supply trend: 385905130.6354009
beta currentRatio debtToEquity dividendRate dividendYield ebitda ebitdaMargins forwardPE freeCashflow grossMargins ... returnOnEquity revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue
MRO 2.766666 1.112 38.48 0.32 0.0119 3308999936 0.58921 15.454082 1785500032 0.77546 ... 0.08905 1.091 7.136 Energy 778537024 0.93 580000000 0.794 4112000000 5616000000

1 rows × 33 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 25.156063 29.418428 33.680793
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MRO 1.127529 30.290001 385905130.635401 0.900034 0.972772 0.54597
ets next 13 weeks
23
['quarterly_balance_sheet',                              2021-12-31    2021-09-30    2021-06-30  \
Capital Surplus            7.221000e+09  7.213000e+09  7.201000e+09   
Total Liab                 6.308000e+09  6.365000e+09  7.166000e+09   
Total Stockholder Equity   1.068600e+10  1.079600e+10  1.063400e+10   
Other Current Liab         3.680000e+08  4.960000e+08  5.020000e+08   
Total Assets               1.699400e+10  1.716100e+10  1.780000e+10   
Common Stock               9.370000e+08  9.370000e+08  9.370000e+08   
Other Current Assets       2.200000e+07  2.500000e+07  1.900000e+07   
Retained Earnings          7.271000e+09  6.669000e+09  6.524000e+09   
Other Liab                 6.440000e+08  6.420000e+08  6.650000e+08   
Treasury Stock            -4.743000e+09 -4.023000e+09 -4.028000e+09   
Other Assets               1.100000e+08  1.040000e+08  9.300000e+07   
Cash                       5.800000e+08  4.850000e+08  9.700000e+08   
Total Current Liabilities  1.637000e+09  1.676000e+09  1.575000e+09   
Short Long Term Debt       3.900000e+07  3.900000e+07  3.500000e+07   
Other Stockholder Equity   8.200000e+07  8.200000e+07  7.700000e+07   
Property Plant Equipment   1.458600e+10  1.484300e+10  1.511100e+10   
Total Current Assets       1.821000e+09  1.655000e+09  2.075000e+09   
Long Term Investments      4.770000e+08  5.590000e+08  5.210000e+08   
Net Tangible Assets        1.068600e+10  1.079600e+10  1.063400e+10   
Net Receivables            1.142000e+09  1.068000e+09  1.008000e+09   
Long Term Debt             3.980000e+09  3.983000e+09  4.882000e+09   
Inventory                  7.700000e+07  7.700000e+07  7.800000e+07   
Accounts Payable           1.110000e+09  1.028000e+09  9.370000e+08   

                             2021-03-31  
Capital Surplus            7.195000e+09  
Total Liab                 7.562000e+09  
Total Stockholder Equity   1.067100e+10  
Other Current Liab         3.810000e+08  
Total Assets               1.823300e+10  
Common Stock               9.370000e+08  
Other Current Assets       2.600000e+07  
Retained Earnings          6.540000e+09  
Other Liab                 6.950000e+08  
Treasury Stock            -4.001000e+09  
Other Assets               9.600000e+07  
Cash                       1.125000e+09  
Total Current Liabilities  1.899000e+09  
Short Long Term Debt       5.010000e+08  
Other Stockholder Equity   1.120000e+08  
Property Plant Equipment   1.542500e+10  
Total Current Assets       2.150000e+09  
Long Term Investments      5.620000e+08  
Net Tangible Assets        1.067100e+10  
Net Receivables            9.210000e+08  
Long Term Debt             4.910000e+09  
Inventory                  7.800000e+07  
Accounts Payable           9.180000e+08  ]
18
['quarterly_cashflow',                                              2021-12-31    2021-09-30  \
Investments                                4.600000e+07  9.000000e+06   
Change To Liabilities                      1.410000e+08  1.070000e+08   
Total Cashflows From Investing Activities -2.820000e+08 -2.650000e+08   
Total Cash From Financing Activities      -7.690000e+08 -1.036000e+09   
Change To Operating Activities            -2.000000e+07 -7.000000e+06   
Net Income                                 6.490000e+08  1.840000e+08   
Change In Cash                             9.500000e+07 -4.850000e+08   
Repurchase Of Stock                       -7.240000e+08 -1.000000e+06   
Total Cash From Operating Activities       1.146000e+09  8.160000e+08   
Depreciation                               4.630000e+08  5.830000e+08   
Dividends Paid                            -4.700000e+07 -3.900000e+07   
Change To Account Receivables             -7.600000e+07 -6.000000e+07   
Other Cashflows From Financing Activities  2.000000e+06 -9.600000e+07   
Change To Netincome                       -1.100000e+07  8.000000e+06   
Capital Expenditures                      -2.740000e+08 -2.890000e+08   
Net Borrowings                                      NaN -9.000000e+08   
Other Cashflows From Investing Activities           NaN  1.000000e+06   
Change To Inventory                                 NaN  1.000000e+06   

                                            2021-06-30   2021-03-31  
Investments                                  6000000.0    6000000.0  
Change To Liabilities                       20000000.0  101000000.0  
Total Cashflows From Investing Activities -256000000.0 -207000000.0  
Total Cash From Financing Activities      -554000000.0  -32000000.0  
Change To Operating Activities              12000000.0   61000000.0  
Net Income                                  16000000.0   97000000.0  
Change In Cash                            -155000000.0  383000000.0  
Repurchase Of Stock                         -1000000.0   -9000000.0  
Total Cash From Operating Activities       655000000.0  622000000.0  
Depreciation                               600000000.0  512000000.0  
Dividends Paid                             -32000000.0  -23000000.0  
Change To Account Receivables              -78000000.0 -175000000.0  
Other Cashflows From Financing Activities  -22000000.0  -22000000.0  
Change To Netincome                         85000000.0   28000000.0  
Capital Expenditures                      -274000000.0 -209000000.0  
Net Borrowings                            -500000000.0 -500000000.0  
Other Cashflows From Investing Activities    1000000.0   -1000000.0  
Change To Inventory                          1000000.0   -2000000.0  ]
4
['quarterly_earnings',             Revenue   Earnings
Quarter                       
1Q2021   1180000000   97000000
2Q2021   1259000000   16000000
3Q2021   1439000000  184000000
4Q2021   1738000000  649000000]
22
['quarterly_financials',                                           2021-12-31    2021-09-30  \
Research Development                            None          None   
Effect Of Accounting Charges                    None          None   
Income Before Tax                        683000000.0   188000000.0   
Minority Interest                               None          None   
Net Income                               649000000.0   184000000.0   
Selling General Administrative            61000000.0    70000000.0   
Gross Profit                            1393000000.0  1089000000.0   
Ebit                                     755000000.0   254000000.0   
Operating Income                         755000000.0   254000000.0   
Other Operating Expenses                  94000000.0   167000000.0   
Interest Expense                         -74000000.0   -57000000.0   
Extraordinary Items                             None          None   
Non Recurring                                   None          None   
Other Items                                     None          None   
Income Tax Expense                        34000000.0     4000000.0   
Total Revenue                           1738000000.0  1439000000.0   
Total Operating Expenses                 983000000.0  1185000000.0   
Cost Of Revenue                          345000000.0   350000000.0   
Total Other Income Expense Net           -72000000.0   -66000000.0   
Discontinued Operations                         None          None   
Net Income From Continuing Ops           649000000.0   184000000.0   
Net Income Applicable To Common Shares   649000000.0   184000000.0   

                                          2021-06-30    2021-03-31  
Research Development                            None          None  
Effect Of Accounting Charges                    None          None  
Income Before Tax                         26000000.0   107000000.0  
Minority Interest                               None          None  
Net Income                                16000000.0    97000000.0  
Selling General Administrative            69000000.0    75000000.0  
Gross Profit                             966000000.0   907000000.0  
Ebit                                      54000000.0    87000000.0  
Operating Income                          54000000.0    87000000.0  
Other Operating Expenses                 240000000.0   227000000.0  
Interest Expense                         -59000000.0   -13000000.0  
Extraordinary Items                             None          None  
Non Recurring                                   None          None  
Other Items                                     None          None  
Income Tax Expense                        10000000.0    10000000.0  
Total Revenue                           1259000000.0  1180000000.0  
Total Operating Expenses                1205000000.0  1093000000.0  
Cost Of Revenue                          293000000.0   273000000.0  
Total Other Income Expense Net           -28000000.0    20000000.0  
Discontinued Operations                         None          None  
Net Income From Continuing Ops            16000000.0    97000000.0  
Net Income Applicable To Common Shares    16000000.0    97000000.0  ]
10
['mutualfund_holders',                                    Holder    Shares Date Reported   % Out  \
0                     Vanguard/Windsor II  26018487    2022-01-30  0.0368   
1   Select Sector SPDR Fund-Energy Select  22895120    2022-01-30  0.0324   
2  Vanguard Total Stock Market Index Fund  22131478    2021-12-30  0.0313   
3           Vanguard Small-Cap Index Fund  19611815    2021-12-30  0.0277   
4                 Vanguard 500 Index Fund  16486851    2021-12-30  0.0233   
5     Vanguard Small Cap Value Index Fund  12430773    2021-12-30  0.0176   
6          Fidelity Low-Priced Stock Fund  12282677    2022-02-27  0.0174   
7                  SPDR S&P 500 ETF Trust   8364080    2022-01-30  0.0118   
8                 Fidelity 500 Index Fund   7972838    2022-02-27  0.0113   
9                     Invesco Comstock Fd   7808667    2022-01-30  0.0110   

       Value  
0  506579941  
1  445767986  
2  363398868  
3  322026002  
4  270714093  
5  204113292  
6  277097193  
7  162848637  
8  179867225  
9  152034746  ]
4
['options', ('2022-07-15', '2022-09-16', '2023-01-20', '2024-01-19')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                          10.01
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                         0
peerCount                               66
governanceScore                       8.13
environmentPercentile                    0
animalTesting                        False
tobacco                              False
totalEsg                             42.05
highestControversy                       2
esgPerformance                        None
coal                                 False
pesticides                           False
adult                                False
percentile                            90.8
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     23.91
governancePercentile                     0
militaryContract                     False]
MTOR
Index: SP600
Sector: error
supply trend: 20301256.12708018
MTOR
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 35.91395 36.090158 36.266367
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MTOR 1.167952 36.119999 20301256.12708 0.990077 0.308552 0.433895
ets next 13 weeks
1
['options', ('2022-08-19',)]
MUSA
Index: SP400
Sector: Consumer Cyclical
supply trend: 7365132.299546142
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
MUSA 0.820982 1.083 283.285 1.24 0.005 2.025 950200000 0.05637 19.691177 451787488 ... 0.501 658.653 Consumer Cyclical 24201600 4.6 356200000 14.718 2242200064 16855600128 13.386478

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 234.45771 245.340318 256.222926
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
MUSA 1.023661 237.960007 7365132.299546 0.839578 0.99617 0.410367
ets next 13 weeks
2
['options', ('2022-07-15', '2022-11-18')]
PBF
Index: SP600
Sector: Energy
supply trend: 65359710.136157334
beta currentRatio debtToEquity ebitda ebitdaMargins forwardPE freeCashflow grossMargins grossProfits heldPercentInstitutions ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
PBF 2.259981 1.254 197.914 690400000 0.02194 14.665455 284750016 0.0362 671100000 0.80126 ... 0.856 261.505 Energy 120828000 2.81 1434599936 11.873 4999499776 31470299136 19.549202

1 rows × 32 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 24.95881 34.143016 43.327222
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
PBF 1.018074 40.330002 65359710.136157 0.905392 0.730477 0.555776
ets next 13 weeks
5
['options', ('2022-06-17', '2022-07-15', '2022-12-16', '2023-01-20', '2024-01-19')]
SJI
Index: SP600
Sector: Utilities
supply trend: 18167782.072617248
beta currentRatio debtToEquity dividendRate dividendYield ebitda ebitdaMargins forwardPE freeCashflow grossMargins ... returnOnEquity revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
SJI 0.767156 0.669 180.745 1.24 0.0371 563539008 0.2829 20.39521 -181286880 0.24213 ... 0.04828 18.23 Utilities 112448000 3.26 28754000 0.245 3613896960 1991996032 48.587734

1 rows × 33 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 33.346404 34.247778 35.149152
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
SJI 1.10309 34.060001 18167782.072617 0.92623 0.165217 0.413386
ets next 13 weeks
27
['quarterly_balance_sheet',                              2021-12-31    2021-09-30    2021-06-30  \
Intangible Assets          1.404300e+07  1.473100e+07  1.611800e+07   
Capital Surplus            1.559060e+09  1.463655e+09  1.462322e+09   
Total Liab                 5.309231e+09  5.187967e+09  4.938285e+09   
Total Stockholder Equity   1.989152e+09  1.828587e+09  1.887399e+09   
Minority Interest          1.028900e+07  7.457000e+06  7.425000e+06   
Deferred Long Term Liab    6.724160e+08  6.694870e+08  6.701760e+08   
Other Current Liab         1.596050e+08  2.273930e+08  1.760970e+08   
Total Assets               7.308672e+09  7.024011e+09  6.833109e+09   
Common Stock               1.466750e+08  1.405610e+08  1.405570e+08   
Other Current Assets       9.504100e+07  1.416900e+08  8.351100e+07   
Retained Earnings          3.104330e+08  2.628420e+08  3.229880e+08   
Other Liab                 1.141049e+09  1.165851e+09  1.163466e+09   
Good Will                  7.069600e+08  7.069600e+08  7.069600e+08   
Treasury Stock            -2.701600e+07 -3.847100e+07 -3.846800e+07   
Other Assets               9.811060e+08  9.530460e+08  9.168080e+08   
Cash                       2.875400e+07  2.541500e+07  8.789900e+07   
Total Current Liabilities  9.556820e+08  8.187800e+08  5.896010e+08   
Short Long Term Debt       6.663900e+07  6.663600e+07  9.155500e+07   
Other Stockholder Equity  -2.672900e+07 -3.819100e+07 -3.820000e+07   
Property Plant Equipment   4.929055e+09  4.741429e+09  4.633664e+09   
Total Current Assets       6.389620e+08  5.716560e+08  5.270180e+08   
Long Term Investments      3.854600e+07  3.618900e+07  3.254100e+07   
Net Tangible Assets        1.268149e+09  1.106896e+09  1.164321e+09   
Net Receivables            3.951240e+08  2.603440e+08  2.495690e+08   
Long Term Debt             3.190808e+09  3.197736e+09  3.182118e+09   
Inventory                  6.079700e+07  6.639100e+07  4.158000e+07   
Accounts Payable           3.301640e+08  3.009550e+08  2.261080e+08   

                             2021-03-31  
Intangible Assets          1.570100e+07  
Capital Surplus            1.193552e+09  
Total Liab                 4.971266e+09  
Total Stockholder Equity   1.737118e+09  
Minority Interest          6.124000e+06  
Deferred Long Term Liab    6.507100e+08  
Other Current Liab         1.368470e+08  
Total Assets               6.714508e+09  
Common Stock               1.282150e+08  
Other Current Assets       3.854100e+07  
Retained Earnings          4.538230e+08  
Other Liab                 1.148234e+09  
Good Will                  7.069600e+08  
Treasury Stock            -3.847200e+07  
Other Assets               8.649660e+08  
Cash                       3.038600e+07  
Total Current Liabilities  7.526990e+08  
Short Long Term Debt       1.433030e+08  
Other Stockholder Equity  -3.820800e+07  
Property Plant Equipment   4.524998e+09  
Total Current Assets       4.889150e+08  
Long Term Investments      1.129680e+08  
Net Tangible Assets        1.014457e+09  
Net Receivables            3.626680e+08  
Long Term Debt             3.067233e+09  
Inventory                  2.054900e+07  
Accounts Payable           2.180780e+08  ]
15
['quarterly_cashflow',                                            2021-12-31   2021-09-30  \
Net Income                                        0.0  -26130000.0   
Change To Liabilities                             0.0          0.0   
Investments                                       NaN  -22044000.0   
Total Cashflows From Investing Activities         NaN -164851000.0   
Net Borrowings                                    NaN  107800000.0   
Total Cash From Financing Activities              NaN   70091000.0   
Change In Cash                                    NaN  -62484000.0   
Total Cash From Operating Activities              NaN   32276000.0   
Depreciation                                      NaN   48089000.0   
Other Cashflows From Investing Activities         NaN   -1418000.0   
Dividends Paid                                    NaN  -34007000.0   
Other Cashflows From Financing Activities         NaN   -3702000.0   
Change To Netincome                               NaN   10317000.0   
Capital Expenditures                              NaN -141378000.0   
Issuance Of Stock                                 NaN          NaN   

                                            2021-06-30   2021-03-31  
Net Income                                 -96828000.0  128598000.0  
Change To Liabilities                              0.0          0.0  
Investments                                -17530000.0    -196000.0  
Total Cashflows From Investing Activities -156992000.0 -112328000.0  
Net Borrowings                             -84100000.0 -127600000.0  
Total Cash From Financing Activities       169869000.0  -96098000.0  
Change In Cash                              56065000.0   -9963000.0  
Total Cash From Operating Activities        43188000.0  198463000.0  
Depreciation                                49180000.0   54440000.0  
Other Cashflows From Investing Activities    1968000.0   -6752000.0  
Dividends Paid                             -30453000.0  -30453000.0  
Other Cashflows From Financing Activities   -3078000.0  -10770000.0  
Change To Netincome                         90836000.0   15425000.0  
Capital Expenditures                      -126758000.0 -105380000.0  
Issuance Of Stock                          287500000.0   42272000.0  ]
4
['quarterly_earnings',            Revenue   Earnings
Quarter                      
1Q2021   674300000  128598000
2Q2021   311828000  -96828000
3Q2021   365631000  -26130000
4Q2021           0          0]
22
['quarterly_financials',                                         2021-12-31   2021-09-30   2021-06-30  \
Research Development                          None         None         None   
Effect Of Accounting Charges                  None         None         None   
Income Before Tax                              NaN  -37557000.0 -101362000.0   
Minority Interest                       10289000.0    7457000.0    7425000.0   
Net Income                                     0.0  -26130000.0  -96828000.0   
Selling General Administrative                None         None         None   
Gross Profit                                   0.0   16068000.0   47452000.0   
Ebit                                           0.0   -8973000.0   11609000.0   
Operating Income                               NaN   -8973000.0   11609000.0   
Other Operating Expenses                       NaN   -8040000.0    2812000.0   
Interest Expense                               NaN  -31468000.0  -31185000.0   
Extraordinary Items                           None         None         None   
Non Recurring                                 None         None         None   
Other Items                                   None         None         None   
Income Tax Expense                             0.0  -11727000.0   -4702000.0   
Total Revenue                                  0.0  365631000.0  311828000.0   
Total Operating Expenses                       0.0  374604000.0  300219000.0   
Cost Of Revenue                                0.0  349563000.0  264376000.0   
Total Other Income Expense Net                 0.0  -28584000.0 -112971000.0   
Discontinued Operations                        NaN    -127000.0     -80000.0   
Net Income From Continuing Ops                 NaN  -25830000.0  -96660000.0   
Net Income Applicable To Common Shares         NaN  -26130000.0  -96828000.0   

                                         2021-03-31  
Research Development                           None  
Effect Of Accounting Charges                   None  
Income Before Tax                       170567000.0  
Minority Interest                         6124000.0  
Net Income                              128598000.0  
Selling General Administrative                 None  
Gross Profit                            232623000.0  
Ebit                                    196828000.0  
Operating Income                        196828000.0  
Other Operating Expenses                  3983000.0  
Interest Expense                        -31459000.0  
Extraordinary Items                            None  
Non Recurring                                  None  
Other Items                                    None  
Income Tax Expense                       41769000.0  
Total Revenue                           674300000.0  
Total Operating Expenses                477472000.0  
Cost Of Revenue                         441677000.0  
Total Other Income Expense Net          -26261000.0  
Discontinued Operations                    -71000.0  
Net Income From Continuing Ops          128798000.0  
Net Income Applicable To Common Shares  128598000.0  ]
10
['mutualfund_holders',                                               Holder    Shares Date Reported  \
0     SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF  11551756    2022-01-30   
1                      iShares Core S&P Smallcap ETF   7909776    2022-01-30   
2             Vanguard Total Stock Market Index Fund   3185871    2021-12-30   
3                      Vanguard Small-Cap Index Fund   2832115    2021-12-30   
4                           iShares Russell 2000 ETF   2351525    2022-01-30   
5  SSgA SPDR ETFS Europe I-SPDR S&P US Dividend A...   2037036    2022-02-27   
6  SSgA SPDR ETFS Europe I-SPDR S&P U.S. Div Aris...   2037036    2022-02-27   
7                 iShares S&P Smallcap 600 Value ETF   1870014    2022-01-30   
8                Vanguard Small Cap Value Index Fund   1795423    2021-12-30   
9  Delaware Group Equity Funds V-Small Cap Value ...   1632000    2022-02-27   

    % Out      Value  
0  0.0944  289024935  
1  0.0646  197902595  
2  0.0260   83214950  
3  0.0231   73974843  
4  0.0192   58835155  
5  0.0166   69116631  
6  0.0166   69116631  
7  0.0153   46787750  
8  0.0147   46896448  
9  0.0133   55373760  ]
1
['options', ('2022-07-15',)]
SWX
Index: SP400
Sector: Utilities
supply trend: 7059509.30408472
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
SWX 0.108035 0.778 174.475 2.48 0.0263 -0.222 786628992 0.19366 19.052631 -470833120 ... 0.431 67.779 Utilities 66852000 1.78 624665984 9.344 6324827136 4061953024 31.40474

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 91.063144 92.741905 94.420666
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
SWX 1.47625 91.889999 7059509.304085 0.903418 0.284442 0.398907
ets next 13 weeks
1
['options', ('2022-07-15',)]
TVTY
Index: SP600
Sector: error
supply trend: 14974563.993948562
TVTY
2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 31.743907 32.163968 32.58403
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
TVTY 0.975728 32.279999 14974563.993949 0.973128 0.524133 0.449983
ets next 13 weeks
1
['options', ('2022-08-19',)]
XOM
Index: SP500
Sector: Energy
supply trend: 399482859.5310136
beta currentRatio debtToEquity dividendRate dividendYield earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
XOM 1.040834 1.072 26.929 3.52 0.0341 1.003 53895000064 0.17427 11.818078 31484874752 ... 0.525 72.369 Energy 4213199872 1.13 11073999872 2.629 47537000448 309269004288 17.34494

1 rows × 35 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 85.804488 95.616984 105.42948
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
XOM 1.434399 100.459999 399482859.531014 0.931373 0.977852 0.536671
ets next 13 weeks
5
['options', ('2022-06-17', '2022-07-15', '2023-01-20', '2024-01-19', '2026-02-21')]
27
['sustainability',                                      Value
2022-5                                    
palmOil                              False
controversialWeapons                 False
gambling                             False
socialScore                           9.82
nuclear                              False
furLeather                           False
alcoholic                            False
gmo                                  False
catholic                             False
socialPercentile                      None
peerCount                               66
governanceScore                       8.14
environmentPercentile                 None
animalTesting                         True
tobacco                              False
totalEsg                             36.46
highestControversy                       3
esgPerformance                    OUT_PERF
coal                                 False
pesticides                           False
adult                                False
percentile                            81.8
peerGroup              Oil & Gas Producers
smallArms                            False
environmentScore                     18.51
governancePercentile                  None
militaryContract                     False]
Y
Index: SP400
Sector: Financial Services
supply trend: 1456858.6989409984
beta currentRatio debtToEquity earningsGrowth ebitda ebitdaMargins forwardPE freeCashflow grossMargins grossProfits ... revenueGrowth revenuePerShare sector sharesOutstanding shortRatio totalCash totalCashPerShare totalDebt totalRevenue trailingPE
Y 0.663839 1.597 31.5 -0.433 1620000000 0.13423 9.936376 90016496 0.44211 5101669000 ... 0.025 878.577 Financial Services 13454900 2.32 2298860032 170.857 2822777088 12069126144 12.311554

1 rows × 33 columns

2022-06-10
21dBOLD 21dMA-TP 21dBOLU
2022-06-10 831.51432 833.616982 835.719644
volume_factor latest_p vol_30d_2yr pct_2yr adf hurst
Y 1.713893 834.109985 1456858.698941 0.928509 0.389055 0.457411
ets next 13 weeks
1
['options', ('2022-07-15',)]
27
['sustainability',                            Value
2022-5                          
palmOil                    False
controversialWeapons       False
gambling                   False
socialScore                 8.71
nuclear                    False
furLeather                 False
alcoholic                  False
gmo                        False
catholic                   False
socialPercentile            None
peerCount                     96
governanceScore            11.77
environmentPercentile       None
animalTesting              False
tobacco                    False
totalEsg                   21.71
highestControversy             1
esgPerformance          AVG_PERF
coal                       False
pesticides                 False
adult                      False
percentile                 30.32
peerGroup              Insurance
smallArms                  False
environmentScore            1.23
governancePercentile        None
militaryContract           False]